-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們維持目標價14.00美元不變，基於3.8倍的2027年每股盈餘預期。我們將2026年每股盈餘預期從3.62美元下調至3.40美元，並維持2027年每股盈餘預期3.71美元不變。 Organon公佈了2026年第一季喜憂參半的業績，營收年減4%至14.6億美元（以固定匯率計算下降9%），反映出其女性健康業務面臨諸多不利因素，銷售額年減16%，尤其是Nexplanon的銷售額。然而，該公司的生物相似藥產品組合實現了強勁成長，營收年增23%，這主要得益於Hadlima在美國市場的出色表現。展望未來，成功完成對Sun Pharmaceutical的收購將是公司的重點。 4月26日，該公司與太陽製藥達成最終合併協議，對歐加農的估值為117.5億美元。此前擔任臨時首席執行官的約瑟夫·莫里西被正式任命為首席執行官，我們認為，這消除了這一關鍵時期領導層的不確定性。
Related Articles
International
China's Overseas Visitor Payments Surge 45% During May Day Holiday
Overseas visitor payment transactions in China jumped 45% year on year during the five-day May Day holiday, with total value rising 37%, according to the People's Bank of China.Foreign nationals' border crossings reached 1.3 million, up 13%. This included 436,000 visa-free entries, a 15% increase.China UnionPay and NetsUnion processed 28.9 billion transactions totaling 7.85 trillion yuan, respectively rising 23% and 2.7%.
$^SSEC$^SZSE
International
Bank Negara Malaysia Keeps Interest Rate Unchanged at 2.75%
Malaysia's central bank kept the Overnight Policy Rate (OPR) at 2.75%, in line with market expectations, according to a Thursday news release.The central bank said global growth stayed resilient in early 2026, supported by strong domestic demand and continued expansion in the technology sector. However, higher energy and commodity prices, along with supply chain disruptions linked to Middle East tensions, are starting to weigh on momentum.For Malaysia, growth indicators point to steady expansion in the first quarter, driven by domestic demand and strong exports.Headline and core inflation averaged 1.6% and 2.1% in the first quarter, respectively. While cost pressures from higher global commodities may push prices slightly higher, inflation is expected to remain contained in 2026, supported by policy measures and stable demand conditions, the central bank said.
$^KLSE
Asia
Market Chatter: Indonesia Eyes Up to 7.5% GDP Growth in 2027
Indonesia is targeting 5.9% to 7.5% GDP growth in 2027, Reuters reported Thursday, citing planning minister Rachmat Pambudy.The country aims to support economic growth with investment and a boost in productivity.The nation's economic growth target for 2026 is 5.4%, with the possibility of reaching 6% under optimal conditions.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
$^JKSE