You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛首予藥明生物(02269.HK)「買入」評級 目標價238.6元
阿思達克 10-12 11:49
高盛發表報告,首次覆蓋研究藥明生物(02269.HK),予其「買入」評級,目標價238.6元。

該行認為,藥明生物有潛力成長為全球生物CDMO(合同開發和製造服務)/CMO(合同生產服務)的龍頭,因集團的「跟隨藥物分子發展階段擴大業務」(Follow-the-Molecule)的模式可儘早捕捉未來的市場佔有率、有多種大分子專有技術的發現和開發,及有多元化的全球產能對應全球客戶。

高盛提到,雖然目前藥明生物估值似乎較高,相當於明年市盈率121倍,對比香港上市同業為62倍,但因環球需求穩固,認為集團可有長期結構性增長支持。該行估計,藥明生物的增長在今年下半年會再次加快,料其2019年至2022年的收入/每股盈利年均複合增長率為37%。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account