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《大行報告》瑞銀下調國藥(01099.HK)目標價至26元 評級「買入」
阿思達克 09-06 10:40
瑞銀發表研究報告指出,國藥控股(01099.HK)中績符合預期,期內收入按年增長5%至2,610億元人民幣(下同),溢利升3.3%至62億元。至於醫藥分銷、醫療器械及醫藥零售業務收入分別按年增長3.2%、12.4%及11.3%。管理層認為第二季部分城市的疫情防控措施,導致醫療機構營運中斷,影響公司上半年業務表現。 該行認為,國藥上半年的毛利率按年溫和增長至8.28%,相對於去年同期為8.26%,主要由於高毛利業務貢獻比例更高。該行維持對公司的「買入」評級,目標價由28港元下調至26港元。
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