白雲山(600332.SH/00874.HK)是否值得繼續堅守?最新邏輯分享 | 集結令83期

白雲山(600332.SH/00874.HK)2020年9月1日發佈半年報,報告顯示白雲山上半年歸屬於母公司所有者的淨利潤17.64億元,同比減少30.75%;營業收入304.7億元,同比減少8.61%;基本每股收益1.085元,同比減少30.76%。
疫情影響下,白雲山大南藥板塊的藥品銷售下滑,大商業板塊的藥品配送業務也受到影響。大南藥板塊上半年銷售額同比減少17.14%,毛利率持續下滑,同比減少4.18個百分點至40.6%;而近期公佈的全國第三批國家集採其支柱產品金戈在未中標,且此次的中標價大幅下降,有可能造成差價空間收窄,影響板塊利潤。
半年報公佈後,白雲山的長期投資邏輯是否還在,如何評估疫情和集採對公司長期價值的影響?
本期格隆彙集結令線上會議我們非常榮幸的邀請到資深個人投資者樂陶88老師, 為大家帶來他對白雲山的投資價值的判斷。樂陶88老師長期專注企業基本面,主要覆蓋消費行業研究,2018年轉型,目前主要跟蹤有白雲山、白酒和休閒滷製品等。歡迎同樣關注基本面價值投資,關注消費醫藥等領域的投資者報名參會!

會議時間:2020/9/12(週六) 10:00-11:00
會議主題:白雲山(600332.SH/00874.HK)是否值得繼續堅守?最新數據及邏輯分享
會議主講:樂陶88
參會資格:諮詢客服獲取限量免費參會資格
參會方式:掃碼聯繫格隆匯-機構客服(微信ID:glh-jg),或者對口銷售經理。

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