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板塊異動 | CRO再爆發!康龍化成大漲8%,泰格醫藥漲超4%
uSMART友信智投8月28日消息,週五港股,CRO板塊行情再度爆發,截至11:39分,康龍化成大升8%,藥明生物升5%,泰格醫藥升超4%,均創上市新高。
泰格醫藥將於今日發佈中期業績。已發佈中期業績的康龍化成、藥明生物,業績均超出市場預期。
康龍化成
康龍化成8月26日發佈公告,上半年公司實現營業收入21.93億元,同比增長34%;歸屬於上市公司股東的淨利潤4.79億元,同比增長196.9%。報告期內,公司在2020年上半年引入逾190家新客戶,公司龐大、多元化和忠實的重複客戶爲公司貢獻了90%以上的收入,其中包括全球前二十大醫藥公司。
中泰證券維持康龍化成的"買入"評級,安信證券給予康龍化成的"增持-A"評級。
藥明生物
藥明生物2020年上半年實現營業收入19.4億元,同比增長21.0%;實現純利7.31億元,同比增長62.6%;調整後純利爲7.34億元,同比上升40.7%。業績增長超預期。
藥明生物獲瑞銀上調目標價36%至227港元,評級“買入”。
此外,在最新的恆生指數季度審議中,藥明生物被納入恆生指數,權重1.75%,將於9月7日正式生效。
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