大华继显发表报告，认为国药(01099.HK) 今年首9个月业绩欠佳，收入及盈利均低于预期。虽然低利率环境有助公司降低财务成本，但政策不确定性以及经济疲弱可能会继续影响公司2024年至2026年的盈利增长能见度，因此将其评级降至“沽售”，目标价由20元降至18元。
报告将国药今年盈利预测，由按年下降7.3%调整至下跌13%，以反映利润率显著下降以及具挑战性的商业环境。大华继显亦指，国药亦面临政策变化导致收入增长进一步放缓以及利润率下滑的风险；同时，经济状况疲弱，公司经营现金流亦可能会进一步转弱。(mn/w)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-29 12:25。)
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