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《大行报告》摩通下调石药(01093.HK)目标价至21元 评级「增持」
阿思达克 04-01 11:02
摩根大通发表研究报告,指石药集团(01093.HK)2019财年的收入增长25%,纯利增长21%,均符合该行预期。该行预期公司将会在2020财年维持收入增长在大约20%,但将其盈利增长预测下调至15%。

该行将公司的目标价由23.5元下调至21元,以反映新冠病毒的影响及集中采购对短期毛利率构成压力。研发进度的更新等因素将会推动公司股价上涨的主要催化剂。投资评级为「增持」。

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