野村发表研究报告，下调国药(01099.HK) 2024及25财年的销售预测4.8%及6.7%，并降期内盈测9.7%和10.1%，以反映行业增长较预期放缓。该行维持国药的“买入”评级，目标价由30.33元下调至28.46元。
野村表示，考虑到国药的药品分销业务稳定，器械分销和药店业务仍然疲弱，估计在低基数的情况下，第三季收入按年升3%至1,493亿元人民币。而由于不利的环境，该行估计集团第三季的毛利率可能收窄0.1个百分点至8.1%，导致营运利润率下降0.2个百分点至3.9%。因此，该行预计集团第三季应占净利润可能达21亿元人民币，按年增长3.8%。
该行提到，由于公司最近的高层管理人员有所变动，因此新团队的发展重点需要密切关注。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-17 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.