《大行報告》野村下調中生製藥(01177.HK)目標價至8.19元 評級「買入」
野村發表報告指,中生製藥(01177.HK)上半年業績有可能勝市場預期。該行預計,中生製藥上半年收入按年增長10%至158億元人民幣(下同),較市場預期的154億元高出3%。毛利率預計下跌0.5個百分點至80.3%。由於其他收益大幅減少,源於夥伴科興生物新冠疫苗銷售大減,該行料中生製藥上半年純利按年跌60%至38億元,惟較市場預期的37億元仍高出2%。
該行將中生製藥全個財年的淨利潤預測下調10%,以反映新冠疫苗銷售的潛在疲軟,但保持收入預測基本不變。維持對該股「買入」評級,但目標價由8.53港元下調至8.19港元,是該行在製藥領域的首選股之一。
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