《大行報告》野村下調石藥(01093.HK)目標價至11.64元 評級「買入」
野村發表評級報告表示,石藥(01093.HK)今年首季收入按年增17%至79億元人民幣(下同)。由於金融資產的公允價值變動,公司首季其他虧損錄得1.49億元,較去年同期其他收益錄得9,800萬元利潤,因此,首季純利14億元,按年跌4%。
該行表示,由於恩必普(NBP)增長優於該行預測,故看好公司首季業務表現,並將公司今年及明年收入預測上調3%及2%。
該行表示,將公司今年及明年盈利預測下調0.6%及2.3%,以反映較低毛利率,並將其目標價由12.32港元下調至11.64港元(意味著49%上行空間),以反映人民幣匯率走弱,重申其評級為「買入」。(ca/a)
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