《大行》汇丰研究降国药(01099.HK)目标价至19元 内地市场疲弱增长受影响

阿斯达克财经
Nov 01, 2024

汇丰研究发表报告指,国药(01099.HK) 今年第三季度营收增长1.9%,符合该行预期,但纯利按年跌20.9%逊预期。该行并指,考虑公司产品结构改善及进一步的利润率压力,国药业绩表现的转折点将推迟至2026年出现。该行表示,留意到国药持续面对利润压力、设备分销及零售业务业绩的不确定性,惟预计2025年的支付情况应出现改善。汇丰认为,国药仍须一段时间才能看到利润率改善的明确迹象,特别是考虑到高利润...

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