《大行报告》汇丰研究下调国药(01099.HK)目标价至27元 评级「买入」
汇丰研究发表报告表示,国药控股(01099.HK)去年下半年收益及盈利增长强劲,分别按年升13%及19%,相对於上半年升幅为1%及10%,相信集中采购的政策对公司业务的影响已逐步缓解,预料其药物分销之收入回复到低至中双位数的升幅。
该行下调其今年度收益及盈利预测15%及1%,以反映集中采购对其药物分销业务的负面影响,目标价由42.2元下调至27元,维持「买入」评级。
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