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野村:维持国药控股“买入”评级 目标价调低至30.33港元

Nomura: Maintains a "buy" rating on Sinopharm, with a lowered target price of HKD 30.33.

新浪港股 ·  22:32

野村发布研究报告称,将国药控股(01099)目标价由32.39港元调低6.4%至30.33港元,维持“买入”投资评级。在2023年第二季的高基数和悲观的环境下,该行预计国药2024年第二财季业绩将持平,盈利可能同比减5.3%。

报告中称,调整国药目标价,意味着约63%的上涨空间。该行将国药2024及25财年的销售预测下调1.6%及2.9%,并将盈利预测微调升0.1%及跌0.2%,以考虑宏观环境较预期放缓。该行对国药2024及25财年收入和盈利的预测分别比机构共识低1.8%及4.1%和2.7%及3%。

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