高盛:降石药集团(01093)目标价至7.84港元 维持“买入”评级

智通财经网
01 Apr

智通财经APP获悉,高盛发布研报称,石药集团(01093)去年第四季业绩如预期般疲软,去库存影响加深及持续的集采是主要原因。该行因应研发费用增加,下调对公司今明两年盈利预测5.2%和5.8%。目标价由8.52港元降至7.84港元,维持“买入”评级。

该行引述管理层指,公司今年恢复增长,受惠低基数及2021年后推出的新药带来约15亿元人民币的增量销售。该行指,公司去年第四季销售63.2亿元人民币,同比降16.6%,其中成品药销售额同比降20%,肿瘤药品销售同比降61%尤为疲软,受多美素和津优力因集采影响。

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10