FINWIRES · TerminalLIVE
FINWIRES

研究快訊:CFRA維持史賽克公司股票的買入評級

By

-- 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:我們將目標價從438美元下調至360美元,相當於2027年每股盈餘預測的21.5倍,低於SYK過去10年的平均水準24.5倍。我們維持2026年每股盈餘預測為14.94美元,2027年每股盈餘預測為16.71美元。我們認為,Stryker第一季的業績受到季度末網路安全事件的嚴重影響,該事件導致全球業務中斷,進而導致營收和獲利均未達到預期。儘管生產、出貨和收入確認均受到干擾,但管理層仍維持2026年全年有機銷售額同比增長8%至9.5%的預期,調整後每股收益在14.90美元至15.10美元之間,並預計能夠彌補大部分損失的銷售額,我們對此表示樂觀。今年剩餘時間的關鍵催化劑包括擬議收購 Amplitude Vascular Systems,這有可能擴大 Stryker 的心血管能力;以及創建新的 Ortho Tech 業務,我們認為這可以簡化創新和客戶體驗。

Related Articles

Asia

Voyah Automotive Technology's Deliveries Jump 51% in April

Voyah Automotive Technology (HKG:7489) delivered 15,146 vehicles in April, up 51% from a year earlier, according to a Sunday Hong Kong bourse filing.Shares of the automaker were up nearly 2% in Monday morning trade.For the year to date, deliveries rose 36% to 49,038 units.The company said its VOYAH Taishan X8 recorded cumulative orders exceeding 30,000 units as of May 1, following the start of global pre-sales in April.

$HKG:7489
Asia

Enterprise Development Sells Amazon, Boeing Shares; Shares Slide 6%

Enterprise Development (HKG:1808) sold 17,000 Amazon shares from Aug. 15, 2025, to April 30, 2026, the firm said in a Hong Kong bourse filing Sunday.The software company's shares fell nearly 6% in morning trade on Monday.The Amazon shares were sold for an average price of $244.92, or $4.2 million in total.Enterprise also divested 20,000 Boeing shares from May 29, 2025, to April 30, 2026, it said.The shares were sold at an average price of $226.80, or $4.5 million in total.The company expects to record a gain of $335,983 on the Amazon share sale and $346,723 gain on the Boeing share sale.Enterprise Development continues to hold 3,000 Amazon shares and 1,000 Boeing shares after the sales.

$HKG:1808
Asia

Li Auto Delivers 34,085 Vehicles in April

Li Auto (HKG:2015) delivered 34,085 vehicles in April, according to a Sunday Hong Kong bourse filing.Shares of the automaker were up over 3% in Monday morning trade.As of April 30, cumulative deliveries reached 1.7 million vehicles.The company debuted the all-new Li L9 Livis in April, with an official launch scheduled for May 15.As of April-end, the company had 511 retail stores in 160 cities, 550 servicing centers, and Li Auto-authorized servicing shops operating in 223 cities, and 4,077 supercharging stations with 22,509 charging stalls in China.

$HKG:2015