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《大行報告》瑞信降藥明生物(02269.HK)評級至「中性」 目標價195.3元
阿思達克 09-07 12:50
瑞信發表報告表示,藥明生物(02269.HK)成為恆指成份股今日(7日)正式生效,股價自消息於8月14日公布以來累升了約30%,更曾見202.2元的歷史高位;同時藥明生物上半年業績高於預期,料下半年續見復甦。

該行指,預期藥明生物2021至2022年度收入及盈利升40%至50%,主要受到後期項目收益份額增加所帶動,大致維持其盈利預測及目標價為195.3元。但將其評級由「跑贏大市」降至「中性」,相信該公司現價已反映利好因素。

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