研報掘金丨招商證券:維持雲南白藥“增持”評級,藥品主業有望實現量價齊升
招商證券研報指出,雲南白藥(000538.SZ)Q3歸母淨利潤11.38億元,同比下降12.16%,非經導致淨利潤下降,啟動特別分紅方案。在公吿三季報同時,公司進一步增加分紅頻次,擬向全體股東每10股派發現金紅利12.13元(含税),分紅總金額21.64億元,佔公司前三季度歸母淨利潤的50.02%,增強投資者獲得感。仍然看好公司的品牌和渠道價值,健康品業務在牙膏業務帶領下拓品類,藥品主業則有望實現量價齊升,提升公司整體盈利水平。維持“增持”投資評級。
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