《大行報告》中金降威高股份(01066.HK)目標價至7.5元 去年業績承壓明顯
中金發表報告指,威高股份(01066.HK)預計2023年收入按年下滑2%至5%,不計特殊項目的淨利潤按年下滑25%至30%。由於2022年藥品包裝板塊等防疫產品高基數、普耗及骨科集採壓力、醫藥行業監管合規政策調整等,公司收入及核心淨利潤均低於該行預期。
該行指,由於臨床護理、骨科及藥品包裝業務承壓,下調威高股份2023年和2024年核心每股盈利預測各 23%和32%至0.46元和0.49元,首次引入2025年經調整每股盈利預測0.54元。維持「跑贏行業」評級,由於醫藥板塊估值中樞下移,下調目標價41%至7.5元。
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