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《大行報告》花旗上調國藥控股(01099.HK)目標價至28元 評級「買入」
花旗發表評級報告指,國藥控股(01099.HK)管理層指引今年收入增長高於行業增長3至5個百分點,並指相比2021年及2022年同期,今年1月及2月醫院病人流量強勁恢復,並預料行業增長將超過2019年疫情前水平。同時,管理層注意到今年首季應收賬款的壓力逐步緩解,主要因醫院恢復營業,並預計今年淨利率會保持穩定。 該行指,即使預料疫苗相關產品對收入貢獻微小,但管理層料醫療器械行業今年及未來會保持雙位數的按年增長。該行將公司今年及明年收入預測上調1.1%及0.1%,每股盈測則上調14.2%及14%,並將其目標價由25元上調至28元,維持其評級為「買入」,視國藥為行業復甦的代表和行業整合的主要受益者。(ca/u) ~
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