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思捷純利減料業務暫難改善 @ 2013-02-27T16: Back Hot News
Keyword:思捷 半年
Concept:思捷2013年 , 虧損4億6500萬元
里昂估計,思捷截至去年12月底止半年,虧損7千多萬元;但瑞信預期,虧損高達7億幾。有分析指出,現時思捷業績的可預測性極低,所以市場對業績看法,出現極大分歧。
    對此,廣發證券評論認為,維持上半年政策相對溫和、行業經營數據向好的判斷。個股逐步進入業績披露期,醫藥上市公司增長相對確定,具備較好的防御性。從投資角度,建議投資者精選公司,逐步回歸基本面投資。維持2月月報的重點組合為:益佰制藥、中新藥業、雙鷺藥業、上海醫藥、香雪制藥,關注天藥股份從原料藥向制劑轉型過程中可能帶來的盈利能力改善。基藥組合建議關注天士力、以嶺藥業、華東醫藥、華潤雙鶴及科倫藥業。

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