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摩通药明康德(2359.HK)增长强劲升目标价至95港元
格隆汇 08-22 10:58

摩根大通发表报告指,药明康德(02359.HK)今年上半年的收入及盈利增长强劲,其中收入按年增长33.7%,较该行预期高6%。纯利虽然因生物科技投资公允值改变而录得17%下跌,但正常营运业务的经调整盈利按年有32%增长。

该行上调对药明康德股份目标价至95港元,评级维持“增持”,并上调对集团的收入预测,以反映各个业务的增长高於预期。摩通认为,集团强劲的科技平台及业务模型,有助其於今年上半年获得约600个新客户,相信集团在研发外包服务的质素和能力可吸引和留住客户。

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