中金:升藥明生物(2269.HK)目標價至195港元 未完成訂單持續強勁增長
中金公司發表研究報告指,藥明生物(2269.HK)的新冠肺炎項目產品等推動公司上半年的盈利表現勝預期,其市場領先地位亦得以進一步提升。該行上調藥明生物目標價30%至195港元。
中金公司表示,藥明生物管理層透露,上半年來自新冠肺炎項目的收入達2000萬美元,預料今年下半年將獲6000萬美元收入,而明年收入更達1.5億美元。同時,管理層預計,今年底將有2至3個新冠肺炎項目或進入商業階段,而公司亦正與24家公司就新冠肺炎項目進行磋商。
該行指,公司未完成的訂單持續有強勁增長,上半年未完成訂單總值由去年底的51億美元增至95億美元。該行上調公司今年至2022年的每股盈利預測3%至5%,以反映更高的投資收入和新冠肺炎項目更強的收入預期。

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