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《大行報告》高盛升石藥(01093.HK)目標價至9.73元 上季銷售符預期
阿思達克 03-21 09:47
高盛發表報告指,石藥集團(01093.HK)上季銷售額按年增長1.9%至76億元人民幣,符合預期。期內,中樞神經系統(CNS)及腫瘤領域銷售表現持續疲軟,產品「克艾力」(Ke Aili)雖受到藥品集採政策的影響,但集團推出伊立替康脂質體注射液(Irinotecan liposome)等新產品有助抵銷部分影響。 上季石藥EBIT超出該行預期,按年升13%至17.7億元人民幣,惟純利則按年下跌15%至14億元人民幣,低於高盛預測的16億元人民幣,主要源於金融資產公允值變動帶來的一次性項目虧損影響。 計及新產品推出計劃,該行現時將石藥今明兩年純利預測分別上調1.1%及7%,目標價由9.24元升至9.73元,評級「買入」。
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