心血管和血管介入产品

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微创医疗(00853)股东将股票由花旗银行转入上银国际证券 转仓市值18.57亿港元
智通财经网· 2025-09-25 00:27
摩根士丹利发布研报称,微创医疗面临持续的国内监管挑战,但在手术机械人(Medbot)、心血管和血管 介入业务的出口动能强劲,预期2026年有望实现收支平衡;又因心律管理(CRM)义务已解决,主要股东 Otsuka已完成撤出,因此将该股目标价由原先8.6港元上调至16港元,相当于预测2027年市盈率约20 倍。维持"与大市同步"评级。 智通财经APP获悉,香港联交所最新资料显示,9月24日,微创医疗(00853)股东将股票由花旗银行转入 上银国际证券,转仓市值18.57亿港元,占比7.40%。 ...
大摩:上调微创医疗(00853)目标价至16港元 评级“与大市同步”
智通财经网· 2025-09-22 09:33
Core Viewpoint - Morgan Stanley reports that MicroPort Medical (00853) faces ongoing domestic regulatory challenges, but strong export momentum in surgical robots, cardiovascular, and vascular intervention businesses is expected to lead to breakeven by 2026. The target price is raised from HKD 8.6 to HKD 16, reflecting a projected 2027 P/E ratio of approximately 20 times [1] Group 1 - MicroPort Medical's sales forecasts for 2025 to 2027 have been reduced by about 2%, indicating an 11% CAGR from 2024 to 2027 [1] - The net profit forecast for 2026 remains at breakeven, with net profit estimates for 2026 and 2027 raised by 151% and 15% respectively from a low base [1] - The discount on the holding company has been narrowed from 40% to 30%, reflecting reduced liquidity concerns, and gross margin forecasts have been adjusted upwards based on guidance [1] Group 2 - Continuous cost-saving measures have led to a reduction in operating expense forecasts, with the company expected to achieve breakeven at the operating level in 2025 [1] - The net loss for 2025 is projected to narrow by 93% to approximately USD 55 million [1]