Group 1 - The core viewpoint of the report is that Giant Bio's performance in the first half of the year slightly exceeded expectations, with total revenue reaching 3.113 billion yuan, representing a year-on-year growth of 22.5% [1] - Based on the strong performance in the first half and robust online sales in July, the company has raised its revenue forecast for the Comfy brand, adjusting total revenue projections for 2025 to 2027 upwards by 1.9% [1] - The earnings per share forecasts have been increased by 2%, 1.7%, and 1.7% for the years 2025, 2026, and 2027 respectively [1] Group 2 - The target price for the company has been slightly raised from 79 Hong Kong dollars to 79.5 Hong Kong dollars, maintaining a "buy" rating [1] - The report highlights a high visibility of growth in the restructuring of collagen products [1]
大行评级｜美银：微升巨子生物目标价至79.5港元 上调2025至27年总收入及每股盈利预测