《大行報告》瑞信上調國藥(01099.HK)目標價至29元 評級「跑贏大市」
瑞信發表研究報告,指國藥控股(01099.HK)首季收入和純利分別按年增27%及50%,主因藥物分銷業務快速增長,以及去年首季低基數所致。
該行指,疫苗分銷業務料今年有增長,其毛利率高於傳統藥物分銷業務;公司亦計劃推出增值服務以帶動長遠增長,包括擴張儀器維修服務和藥物推廣服務,維持「跑贏大市」評級,目標價由23元升至29元。
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