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大行評級|大摩:下調國藥控股目標價至28港元 評級“增持”
格隆匯 04-19 14:52

摩根士丹利的研究報吿將國藥控股目標價由29港元降至28港元,評級“增持”。在公司公佈2023年業績後,由於藥品分銷部門銷售額和毛利率較低,將2024年至2030年的盈測下調3至6%。報吿指,按收入計,公司為內地領先藥品分銷商,其國企地位使公司比同業具有明顯優勢。公司為唯一由中央政府持有的藥品經銷商,提供了強大的安全網。另外,醫療保健產業數據回升、利潤率的穩定性和利率的下降,支持其“增持”評級。

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