基金经理爱的一只医药股，还有更大的上涨空间

金融界03-01

医疗保健公司在过去一年获得了越来越多的关注，投资者纷纷涌入像Eli Lilly（LLY）和Novo Nordisk（NVO）这样的减肥药制造商。但在更宽泛的生态系统中，有一家公司可能不太为人所知，却引起了基金经理Freddie Lait的注意，那就是美国医药分销公司McKesson Corp（MCK）。Latitude Investment Management的首席投资官Lait在2月21日接受...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2416771135?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-03-01 02:46","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2416771135","market":"us","top_or_hot":-1,"title":"基金经理爱的一只医药股，还有更大的上涨空间","media":"金融界","content":"<div>\n<p>医疗保健公司在过去一年获得了越来越多的关注，投资者纷纷涌入像Eli Lilly（LLY）和Novo Nordisk（NVO）这样的减肥药制造商。但在更宽泛的生态系统中，有一家公司可能不太为人所知，却引起了基金经理Freddie Lait的注意，那就是美国医药分销公司McKesson Corp（MCK）。Latitude Investment Management的首席投资官Lait在2月21日接受...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403010252188af1a183&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>基金经理爱的一只医药股，还有更大的上涨空间</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n基金经理爱的一只医药股，还有更大的上涨空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-01 02:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403010252188af1a183&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>医疗保健公司在过去一年获得了越来越多的关注，投资者纷纷涌入像Eli Lilly（LLY）和Novo Nordisk（NVO）这样的减肥药制造商。但在更宽泛的生态系统中，有一家公司可能不太为人所知，却引起了基金经理Freddie Lait的注意，那就是美国医药分销公司McKesson Corp（MCK）。Latitude Investment Management的首席投资官Lait在2月21日接受...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403010252188af1a183&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0058720904.USD","symbol_name":"联博国际健康护理基金A","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403010252188af1a183&s=b","article_id":"2416771135","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403010252188af1a183&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2416771135","pubTimestamp":1709232397,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"但在更宽泛的生态系统中，有一家公司可能不太为人所知，却引起了基金经理Freddie Lait的注意，那就是美国医药分销公司McKesson Corp。过去12个月，这家医药分销商的股价上涨了约45%。另外，美国投资公司Leerink Partners的分析师对McKesson的前景持乐观态度，并开始对该股票进行追踪，给予其跑赢市场的评级和600美元的目标价，这将使其潜在上涨空间约为15.4%。这支股票的平均目标价为550.25美元，潜在上涨空间为6%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0058720904.USD":"联博国际健康护理基金A","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0251142724.SGD":"Fidelity America A-SGD","LU0882574055.USD":"富达全球健康医疗A ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0122379950.USD":"贝莱德世界健康科学A2","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4581":"高盛持仓","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","SG9999001176.USD":"United Global Healthcare Acc USD","LLY":"礼来","MCK":"麦克森药物批发","LU0114720955.EUR":"SUSTAINABLE GLOBAL HEALTH CARE \"A\" INC","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4175":"保健护理产品经销商","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4532":"文艺复兴科技持仓","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","BK4534":"瑞士信贷持仓","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","NVO":"诺和诺德","BK4007":"制药","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC"},"translate_title":"A pharmaceutical stock loved by the fund manager has more room to rise","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVO":1,"LLY":1,"MCK":0.9},"content_text":"医疗保健公司在过去一年获得了越来越多的关注，投资者纷纷涌入像Eli Lilly（LLY）和Novo Nordisk（NVO）这样的减肥药制造商。但在更宽泛的生态系统中，有一家公司可能不太为人所知，却引起了基金经理Freddie Lait的注意，那就是美国医药分销公司McKesson Corp（MCK）。Latitude Investment Management的首席投资官Lait在2月21日接受CNBCCNBC Pro Talks采访时表示:″(这是)我们正在寻找的标的的典型例子——说实话，这是一个我已经关注了10年的公司。”他表示：McKesson——从制造商那里向医院和药店分销药品——一直在“将一点技术和增值服务整合到分销链的末端”，使得公司的资本回报率约为15% -20%。Lait称这家公司是一个“令人兴奋的想法”，并指出，这家拥有100年历史的企业“非常具有防御性，而且非常多元化”。他称：“我们一年前以11倍或12倍的市盈率买入了它。在接下来的五年里，这个数字可能会以每年15%到20%的速度增长，而现在已经增长了16到17倍。”这个比率是交易员用来衡量股票价值的重要指标。他补充道，McKesson是美国前三大药品分销商之一，另外两家公司是Cardinal Health和Cencora。Lait管理着两支基金，分别是Latitude Horizon Fund和Latitude Global Fund，总额超过7.5亿美元。McKesson是Latitude Horizon Fund的十大持仓股之一。McKesson第三季度营收增长18%，达到730.2亿美元，超过了LSEG的普遍预期，其股价在过去几天一直在上涨。过去12个月，这家医药分销商的股价上涨了约45%。摩根大通JPMorgan的分析师也重申了Lait对McKesson的信心。摩根大通认为，McKesson的最新业绩是“积极的”，因为“该公司提高了几个部门24财年的利润预期，并提供了初步的25财年评论，似乎符合或略好于初步预期。”“关于Rite Aid的破产问题，管理层继续对应收账款进行准备金准备；然而，他们表示对于FY24没有预期会受到影响。” 他们补充道，这是指McKesson与这家药店连锁企业之间的争议。另外，美国投资公司Leerink Partners的分析师对McKesson的前景持乐观态度，并开始对该股票进行追踪，给予其跑赢市场的评级和600美元的目标价，这将使其潜在上涨空间约为15.4%。该公司的分析师在2月26日的初始报告中写道：“我们认为MCK成功地从一个带有附属业务的药品分销商转变为一个以药品和非急性医疗用品供应链为基础的企业医疗服务实体。”他们补充道：“综合增长的总体性质，加上公司在其主要领域的积极终端市场布局，应该能够维持公司达到或超过其长期目标。基于这一动态，我们认为MCK应当获得更接近其他市场领先的医疗保健企业的溢价倍数，以捕捉增长的程度和可预测性。”根据FactSet的数据，追踪这支股票的19位分析师中，有14位给出了买入或增持评级，而三位给出了持有评级，一位给出了卖出评级。这支股票的平均目标价为550.25美元，潜在上涨空间为6%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2416771135"}