大行評級|高盛:下調華潤醫藥目標價至6.11港元 下調2024至26年盈利預測
高盛發表報吿指出,根據華潤醫藥子公司的第三季業績,該行認為在政策不利因素開始的低基數下,醫藥製造業務呈現輕微復甦。該行下調對華潤醫藥的下半年分銷業務增長預測,由之前預期的按年增長7.6%,下調至按年增長5.5%,亦反映實現管理層下調指引語調,意味分銷業務達之前雙位數增長目標的可能性較低。
該行對華潤醫藥2024至2026年的盈利預測各輕微下調1.2%、1.8%及2.3%,以反映藥品製造業務低於預期的表現,以及醫藥分銷業務復甦較慢。該行對其目標價由6.21港元下調至6.11港元,評級“中性”。
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