野村的研究报告指,国药(01099.HK) 去年纯利逊预期,相信主要因为减值拨备影响。该行指,公司管理层在业绩会议上表示,对今年行业的展望持“审慎乐观”态度,料收入增长展望为“稳定”,并料毛利压力会持续,同时强调公司降低经营成本的措施及探索高毛利业务。管理层亦指,今年首季的经营目前维持“稳定”。
该行下调其对该行的收入及盈利预测分别3.7%及8.9%,预期公司今年销量会按年升1%,盈利会按年反弹14%。该行将目标价由25.09元降至23.4元,维持评级“买入”。(vc/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-24 16:25。)
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