You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大和首予國藥(01099.HK)「買入」評級 目標價25元
阿思達克 03-13 10:37
大和發表報告,首次給予國藥控股(01099.HK)「買入」評級,目標價25元,對應目標市盈率7.5倍,而現價相當於預測2024年市盈率6.6倍,對比國內同業處於6.5至7.4倍水平。 大和指出,國藥在中國醫藥分銷行業佔有無容置疑的領導地位,市佔率達25%,基於有利的政策環境及競爭格局,預期行業進一步整合時機已成熟,認為投資國藥是一個長期投資選項,預計其供應鏈服務能力可與其傳統分銷業務產生協同效應,並為利潤率帶來上行空間。 該行預測,在去年行業反貪腐的影響下,去年全年國藥盈利將按年跌3%,惟監管因素相信已消除,預測今年盈利將反彈,錄約13%按年增幅。該行認為公司在去年第三季已渡過最差時間,料去年末季國藥收入按年升7.4%,較去年第三季按年持平為佳。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account