《大行報告》高盛:藥明生物(02269.HK)新策略成增長引擎 管理層上修明年盈利增長指引
高盛發表報告表示,藥明生物(02269.HK)召開了分析員會議,更新了公司營運情況,公司管理層首次闡述其新戰略「藥物分子」,希望在轉移項目領域上提高相關市場份額,該行相信公司新策略可成其未來增長引擎。
該行表示,基於新策略及來自新冠病毒項目貢獻可較預期為高,藥明生物管理層上調對2021年純利增長指引至按年上升50%(此前指引為升40%)。
高盛稱,重申對藥明生物「買入」投資評級及目標價至238.6元,料其2021年至2026年每股盈利複合增長率35%。該行估計藥明生物於2020年至2022年每股盈利預測各為1.12、1.38及1.93元人民幣。(wl/k)
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