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《大行報告》里昂料京東健康(06618.HK)次季收入按年升幅放緩至約22% 經調整息稅前盈利持平
阿思達克 07-31 09:57
里昂發表研究報告指,預期京東健康(06618.HK)上半年業績穩健,但由於國家統計局藥品銷售增長由首季的按年16.5%下滑至次季的5.6%,因此,第二季的增長可能弱於預期。該行預期,集團上半年總收入將按年增長36%至276億元人民幣,但考慮到去年基數較高,料第二季增速將放緩至約22%。 該行表示,集團上半年經調整息稅前盈利將按年增長約51%至18億元人民幣,但因加大促銷力度,次季增長持平。該行將集團2023財年的收入及經調整淨利潤預測分別調低5%和4%,但料其3年收入可維持年複合增長率25%,且利潤率擴張,續維持目標價100元及「買入」評級。
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