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《大行報告》瑞信上調石藥(01093.HK)目標價至13元 評級「跑贏大市」
阿思達克 11-24 14:07
瑞信發表報告指,石藥(01093.HK)今件第三季收入按年增長15.6%,純利則按年上升18%,兩者均優於該行預期。其中,成藥板塊中的神經系統及抗感染藥物有良好收入增長,抗生素和功能性食品業務也有強勁增長。 該行表示,集團的新冠mRNA疫苗緊急使用授權正在審批中,預期集團2023及2024財年的新冠疫苗收入可分別達60億元及30億元人民幣,但此預測尚未加入該行的模型當中。 瑞信上調石藥股份目標價,由11.5元升至13元,評級維持「跑贏大市」,並調升集團今年至2024年每股盈利預測分別10%、3%及2%,反映今年第三季業績後的模型調整。
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