《大行報告》匯豐研究降國藥(01099.HK)目標價至25元 下調上海醫藥(02607.HK)目標價至17.3元
匯豐研究發表報告指,內地藥廠和分銷商在今年第一季面臨壓力,預計兩者將保持穩定增長,維持國藥(01099.HK)「買入」評級,目標價由29元下調至25元,維持上海醫藥(02607.HK)「買入」評級,目標價由20.8元下調至17.3元。
匯豐研究預計,其所覆蓋的藥廠和分銷商在2022-2024年的平均收入複合年增長率分別為16%和10%,主要由於市場整合所導致,該行之前預測2021-2023年的複合年增長率分別為20%和11%。
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