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《大行報告》麥格理上調藥明康德(02359.HK)目標價至139.9元 評級「跑贏大市」
阿思達克 09-07 11:25
麥格理發表報告表示,相信全球合同研究機構(CRO)營運商下半年業績會優於上半年,且受疫情的負面影響較預期中小,認為內地市場而言最壞時間已過去,惟海外市場仍具挑戰。

該行稱,藥明康德(02359.HK)作為CRO龍頭之一,不預期其美國實驗室服務將在短期內回復,但料其業務增長仍繼續依靠傳統的臨床前CRO服務,升其2020至2022年度盈利預測19%至27%,以反映毛利率改善及其他收益,目標價由110.36元升至139.9元,維持「跑贏大市」評級。

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