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石药(01093.HK)续跌逾4%曾创半年低 首三季多赚25%惟大和维持「沽售」评级
阿思达克 11-24 13:34
石药集团(01093.HK)首三季多赚25%,大和指石药第三季业绩符合预期,但考虑到未来盈利增长放缓,维持「沽售」评级。该股三连跌,今天失守本月初所创低位,曾挫6.5%低见7.61元,创近半年低,现造7.78元,续跌4.4%,暂为最伤蓝筹,成交增至1.2亿股,为逾两个半月高,涉资9.36亿元。

石药昨午公布,今年首三季纯利按年增长25%至35.18亿元人民币,总营收按年升近15%至192.15亿元人币。大和指,石药第三季业绩符合预期;公司首三季核心盈利按年增长18%至33亿人民币,占该行全年预测78%,总营收也占该行全年预测72%。此外,市场预计石药未来三年盈利分别增长15%、19%及21%。不过,考虑到治疗中风的恩必普(NBP)专利将於2022年到期及其创新渠道薄弱,料石药盈利增长将於2023年放缓至3%,2024年甚至可能转降2%,故维持该股「沽售」评级目标价7元。

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