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《大行報告》野村升石藥集團(01093.HK)目標價至9.41元 評級「買入」
阿思達克 03-14 10:13
野村發表研究報告,將石藥集團(01093.HK)2023年的收入預測下調0.1%,2024年收入預測則上調1.3%,主要受惠於公司開發的銘復樂(rhTNK-tPA)最近獲得額外批准,相關藥物可用於急性缺血性中風治療所帶來的潛在更高貢獻,以及維生素C價格反彈的因素。 該行亦將公司2023年及2024年的盈利預測分別上調2.9%及5.2%,主要考慮到潛在較低的銷售費用及較高的原料藥(API)業務利潤率,並可以抵銷公司持續強勁的研發投資。因此野村將石藥集團的目標價由8.98元上調至9.41元,並維持「買入」評級。(js/k) ~
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