【大行评级|高盛:下调国药控股目标价至18.93港元 上季利润率持续受压】高盛发表报告指,国药控股去年第四季盈利逊预期,利润率持续受压。考虑到2024财政年度的销售基数低于预期,而管理层预测2025财政年度的增长将超过行业平均水平,该行预测公司今年的销售将按年增长2.7%,将2025及26财年的净利润预测下调4.0%及7.2%,以反映设备及医药分销业务疲软,毛利率降低。该行维持对其“中性”评级,并将目标价由20.32港元下调至18.93港元。

金融界
26 Mar
高盛发表报告指,国药控股去年第四季盈利逊预期,利润率持续受压。考虑到2024财政年度的销售基数低于预期,而管理层预测2025财政年度的增长将超过行业平均水平,该行预测公司今年的销售将按年增长2.7%,将2025及26财年的净利润预测下调4.0%及7.2%,以反映设备及医药分销业务疲软,毛利率降低。该行维持对其“中性”评级,并将目标价由20.32港元下调至18.93港元。

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