金吾财讯 | 巨子生物(02367)股价持续攀高，截止发稿，报51港元，涨4.62%，成交额7508.2万港元。消息面上，花旗发研报指，预计巨子生物2024年收入将按年增52%，净利润按年增40%，与管理层指引增长一致。同时预计，2025-2026年净利润将分别增27%/21%，因受惠于收入增长分别30%/26%。考虑到巨子生物2024年4月配股后股权被轻微摊薄，花旗预计集团3年净利润复合年增长率为29%，每股盈利复合年增长率为28%。该行上调其2024-2026年收入预测分别4.2-4.5%及净利润预测分别4.7-4.9%，以反映集团管理层在双十一强劲表现及可控平台开支上升后优于预期的新指引。
由于预测上调，基于2024年28倍的市盈率不变，该行将其目标价由59.5港元上调3%至61港元。该股市价处2024年23倍及2025年18倍预测市盈率，意味着0.8倍的PEG，具吸引力，重申“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.