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《大行報告》大和升石藥(01093.HK)目標價至7.6元 季績符預期
阿思達克 12-04 11:12
大和發表報告指,石藥(01093.HK)第三季業績符合預期,管理層提及,內地醫藥反貪腐令8月份大部分醫學會議暫停,因此銷售開支減少,但內地政策開始明朗化,官員對正常的醫學活動表示支持,大型醫學會議已於10月開始重啟,由於部分現有藥物的銷售成本減少,相信銷售成本比率將會持續改善。 管理層期望明年新產品帶來30億元人民幣以上銷售額,支持達到雙位數增幅的目標。該行將公司的目標價由6.5元上調至7.6元,主要反映該行上調已完成藥物的銷售預測,並維持其「跑贏大市」評級。
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