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《大行报告》高盛:药明生物(02269.HK)新策略成增长引擎 管理层上修明年盈利增长指引
阿思达克 10-21 11:51
高盛发表报告表示,药明生物(02269.HK)召开了分析员会议,更新了公司营运情况,公司管理层首次阐述其新战略「药物分子」,希望在转移项目领域上提高相关市场份额,该行相信公司新策略可成其未来增长引擎。

该行表示,基於新策略及来自新冠病毒项目贡献可较预期为高,药明生物管理层上调对2021年纯利增长指引至按年上升50%(此前指引为升40%)。

高盛称,重申对药明生物「买入」投资评级及目标价238.6元,料其2021年至2026年每股盈利复合增长率35%。该行估计药明生物於2020年至2022年每股盈利预测各为1.12、1.38及1.93元人民币。(wl/k)

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