《大行报告》《大行报告》瑞信上调国药(01099.HK)目标价至23元 评级「跑赢大市」
瑞信发表报告指,国药(01099.HK)去年收入及纯利按年增长7.3%及14.9%,分别优於该行预期1%及8%。盈利有惊喜主要是由於财务成本较预期低。
该行表示,管理层目标是透过制造、SPD项目及潜在并购,进一步扩展快速增长的医疗设备业务。而分销新冠疫苗或会是潜在增长动力,可能带来新的催化剂。
该行上调国药股份目标价,由22元升至23元,评级维持「跑赢大市」。
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