TauRX吸引并购兴趣? 云顶(GENTING,3182,主板消费股)或更早套现获利
云顶 GENTING ,TauRx
(吉隆坡13日讯)云顶(GENTING,3182,主板消费股)持股20.3%的英国制药公司TauRx,可能会成为各大制药公司的并购目标,而市场专家认为,这对云顶而言有利于提早套现获利,因此继续高喊“买入”。
兴业投行研究分析员指出,尽管TauRx上周四在伦敦举行的全球阿尔茨海默病(俗称失智症)国际会议上报告指,药物初步实验结果是积极的,但仍需要一年时间来研发药物。
不过,有关公司可能会在试验结束前,提前寻求监管部门进行药物批准。
“有利的实验结果,将会为TauRx的潜在收购铺平道路,因此,这能为云顶提供更早获利的机会。”
“尽管云顶未曾就TauRx的股权策略发表过任何看法,但是,自2012年11月投资该公司后,任何一项价值实现或套现的选项,整体而言都是项积极的表现。”
“当然,TauRx也可以进行首次公开募股(IPO),不过,先决条件是它需在2023年将阿尔兹海默病药物(HMTM)商业化,并在2024年或是更长的时间才能进行上市。”
“相反,鉴于大型药物公司可能对TauRx有并购兴趣,以便能拥有这世上唯一一个有效的HMTM,因此,我们认为透过并购或许可协议,可能让云顶将所持有的股权更早套现。”
加快药物商业化
“不仅如此,透过并购方案,还能有助于TauRx透过该公司的资源平台,来加快HMTM面市的速度。”
分析员指出,如若按照10%的净利赚幅来计算,TauRx可为云顶的2024至2026财年净利,贡献约13亿至43亿令吉。
同时,在提振净利后,若按照10倍本益比来计算,意味着云顶的目标价,可去到9.84令吉至20.25令吉。
“不过,以现在来看,HMTM的面市路径,以及TauRx的价值,目前仍是未知数,因此,我们继续维持公司的净利预测和6.37令吉目标价不变。”
分析员表示,除了TauRx的价值增值外,云顶也正进入复苏阶段,所以具有显著的上涨空间及吸引力。
“因此,我们同样维持‘买入’评级不变。”
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/taurx%E5%90%B8%E5%BC%95%E5%B9%B6%E8%B4%AD%E5%85%B4%E8%B6%A3-%E4%BA%91%E9%A1%B6%E6%88%96%E6%9B%B4%E6%97%A9%E5%A5%97%E7%8E%B0%E8%8E%B7%E5%88%A9
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