【行家论股】发马(PHARMA,7081,主板保健股) 积极扩业前景亮眼
分析:MIDF研究
目标价:91仙
最新进展
发马(PHARMA,7081,主板保健股)与大马卫生部商讨的物流和分销合约延期协议,预计年底完成;清真疫苗及胰岛素制造厂,也有望在2025年运营。
同时,发马也正与一家医药物流公司洽谈并购机会,以作为增长策略的一部分。
行家建议
一旦发马与卫生部就延长合约达至协议,该公司将获得更多机会,为政府医院提供更多产品。
这预料可为该公司带来15亿令吉,外加每年2%增长的营收;相当于本地分销业务双位数的增长。
至于潜在的并购机会,也让发马可以拥有更多元的供应商和客户。
发马也正和回教发展银行(IDB)商议,在15个参与回教合作组织的非洲国家分销冠病疫苗。
数据显示,非洲回教合作组织国家已接种疫苗的人口仍低于25%,因此此次合作相信可以为帮助发马,深入扩张到非洲地区,包括在未来为非洲地区提供其他清真药剂产品。
整体而言,我们对发马的众多策略持乐观态度,不过这些策略需要时间取得成果,目前并不会即刻纳入财测考量之内。
维持91仙目标价,以及“买入”评级。
发马股价走势14/06/22
https://www.enanyang.my/%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1/%E3%80%90%E8%A1%8C%E5%AE%B6%E8%AE%BA%E8%82%A1%E8%A7%86%E9%A2%91%E3%80%91%E5%8F%91%E9%A9%AC-%E7%A7%AF%E6%9E%81%E6%89%A9%E4%B8%9A%E5%89%8D%E6%99%AF%E4%BA%AE%E7%9C%BC
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