野村:石藥集團(1093.HK)首季業績勝預期 評級“買入”
野村發表研究報告指,石藥集團(1093.HK)今年首季業績強勁勝市場預期。管理層預期,隨着3月份醫院的問診服務恢復,藥物銷售增長會進一步加速。該行維持其“買入”投資評級,目標價24港元。
野村表示,截至今年3月份,石藥有20只仿製藥正等待中國國家藥品監督管理局審批,料能在2020-2021財年能打入市場。野村又指,雖然石藥開發內部管道產品,但預期石藥會更加積極地發展後期管道產品,料能在2022-2023財年進入市場。
另外,石藥計劃在科創板雙重上市,以支持新產品的推出。野村預期,新股發行能幫助石藥籌集90-135億元人民幣資本。
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