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《大行報告》野村上調京東健康(06618.HK)目標價至87元 評級「買入」
阿思達克 01-10 10:22
野村發表報告指,由於藥品需求強勁,料京東健康(06618.HK)去年下半年業績可能勝預期,目標價由84元升至87元,評級「買入」。 該行指,內地自去年11月底放寬防疫措施後,新冠感染病例激增,對解熱鎮痛藥和慢性病藥等藥品的需求旺盛,京東健康的去年下半年業績可能會超過市場預期。 野村預計,去年下半年京東健康的總收入將按年增長43%,比最新的市場預測高5%。單季計,該行估公司去年第四季總收入可能按年增長44%,比去年第三季的42%加快,該行預測較市場預測高9%。盈利方面,該行料京東健康非美國通用會計準則下的經營利潤率在去年下半年或按年提高0.7個百分點至4.5%。
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