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《大行報告》中金下調京東健康(06618.HK)目標價至70.13元 評級「跑贏行業」
阿思達克 08-21 11:18
中金髮表報告指,京東健康(06618.HK)上半年收入按年升34%至271.1億元人民幣,歸母淨利潤按年升6倍至15.6億元人民幣,非國際財務報告準則淨利潤按年升101.2%至24.4億元人民幣。該行表示,上半年收入低於市場預期,利潤高於市場預期,主要是產品銷售結構調整帶動毛利率有所提升及利息收入增加。 考慮到整體消費環境復甦進展弱於預期,致相應醫療產品(如器械、保健品類)放量不及預期,該行將公司今年收入預測下調13.2%至523.55億元人民幣,明年下調13.7%至652.19億元人民幣,並維持盈利預測不變。該行將其目標價下調6.5%至70.13元,維持其評級爲「跑贏行業」。(ca/k) ~
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