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里昂升复星医药(2196.HK)评级至“跑输大市”目标价上调至24.36港元
格隆汇 08-02 12:49
里昂发表报告指,复星医药(2196.HK) 日前公布拟出售运营“ 和睦家 ”医院及诊所的合伙企业权益,该行估计交易将于明年初完成,料录约16.47亿元人民币(下同)投资收益入帐。 报告补充,上述交易证明复星医药于物色有质素项目上的能力,该行预计,因出售收益明年入帐,故上调其明年盈利预测,由33.64亿元升至45.96亿元,意味纯利按年升53.6%。
然而,该行认为,一次性收益不会消除其对该公司基本业务的担忧,尤其是仿制药减价的压力。里昂将其目标价由23.84港元上调至24.36港元,评级由“ 沽售 ”调整至“ 跑输大市 ”。
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