《大行報告》大摩下調白雲山(00874.HK)目標價至23.5元 評級「與大市同步」
摩根士丹利發表研究報告表示,根據白雲山(00874.HK)第三季業績表現下調盈利預測,將2021年每股盈利預測輕微下調0.01元至2.28元人民幣,並將2022及2023年分別下調6%及5%,至2.11元及2.18元人民幣,以反映銷售額低於預期及營銷費用增加。
大摩將目標價下調4%至23.5元,預期仿製藥金戈在非處方藥及線上銷售渠道將繼續保持強勁增長,另外分銷業務亦保持單位數的內生增長,給予「與大市同步」評級。
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