大行評級|大摩:石藥集團發盈警對股價影響不大 予“增持”評級
大摩發表報吿,指石藥集團早前發盈警,意味第四季銷售按年跌16%至約65.6億元,符合該行預期的67.6億元,而初步純利或跌63%至約5.68億元,則低於該行預期的8.11億元。該行表示,由於傳統藥品價格在集中採購(VBPs)渠道內下跌,很大程度上投資者已預料其利潤下跌,故認為是次盈警對其股價影響不大。從正面來看,管理層早前表示,旗下藥物恩必普(NBP)第四季銷售呈按季良好復甦,而新藥銷售業務去年貢獻20億元,料今年將會倍增。該行給予其目標價為6.8港元,其評級為“增持”。
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