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《大行报告》汇丰研究上调复星医药(02196.HK)目标价至46元 评级「买入」
阿思达克 04-26 10:23
汇丰环球研究发表报告,分别下调复星医药(02196.HK)今明两年收入预测各12%,及调低经营利润预测各13%,以反映带量采购对主要药品的影响;不过今明两年纯利预测则分别上调1%及6%,主因国药(01099.HK)的增长前景改善。

该行预期,复星医药2020至2023年的收入年均复合增长率为15%,主要受到中药、健康护理服务及医疗器材业务推动,相信集团新药的推出,足以抵销药品带量采购的影响。至於集团2020至2023年的经营利润年均复合增长率则料为19%。

汇丰研究上调复星医药股份目标价,由37.8元升至46元,评级维持「买入」。

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