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《大行報告》大摩上調上海醫藥(02607.HK)目標價至22元 評級「增持」
阿思達克 09-14 09:41
摩根士丹利發表報告,預計上海醫藥(02607.HK)2021年至2024年的盈利變化爲跌8%至升7%,目標價由20.5元上調至22元,維持「增持」評級。 大摩提高對上海醫藥銷售預期,主要假設雲南白藥合作令產品組合擴大,同時降低2021年和2022年整體毛利率預測,反映集中採購降價帶來的分銷毛利率下降,但就提高2023年和2024年的毛利率預測。
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