中金:升药明生物(2269.HK)目标价至195港元 未完成订单持续强劲增长
中金公司发表研究报告指,药明生物(2269.HK)的新冠肺炎项目产品等推动公司上半年的盈利表现胜预期,其市场领先地位亦得以进一步提升。该行上调药明生物目标价30%至195港元。
中金公司表示,药明生物管理层透露,上半年来自新冠肺炎项目的收入达2000万美元,预料今年下半年将获6000万美元收入,而明年收入更达1.5亿美元。同时,管理层预计,今年底将有2至3个新冠肺炎项目或进入商业阶段,而公司亦正与24家公司就新冠肺炎项目进行磋商。
该行指,公司未完成的订单持续有强劲增长,上半年未完成订单总值由去年底的51亿美元增至95亿美元。该行上调公司今年至2022年的每股盈利预测3%至5%,以反映更高的投资收入和新冠肺炎项目更强的收入预期。

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