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大行評級|花旗:下調石藥集團目標價至10港元 下調2024至26年每股盈測

花旗發表報吿,指石藥集團中期業績遜預期,上半年收入按年增長1.3%至163億元,較該行及市場預測各低出7%。上半年成品藥按年僅增長4.8%,未達公司雙位數增長的指引。受腫瘤藥物銷售所拖累,第二季成品藥收入按年跌8%至60億元。花旗將石藥2024至2026年各年收入預測各調低9%、17%及22%,以反映腫瘤藥物銷售下跌以及創新產品銷售較預期慢;而2024至2026年各年每股盈測亦各調低10%、18%及23%,目標價相應由13港元降至10港元,維持“買入”評級。

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