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《大行报告》麦格理上调药明康德(02359.HK)目标价至152.27元 评级「跑赢大市」
阿思达克 11-02 10:24
麦格理发表报告指,考虑到药明康德(02359.HK)下半年表现强劲足以抵消了今年首季的弱势,将目标价上调9%至152.27元。

该行表示,药明管理层今年收入增长目标为28%,麦格理预期收入增幅可达29.3%;管理层并相信2022年以後的资本支出将继续扩大,以满足当前客户在临床开发和商业化过程中的下游需求。

麦格理又指,公司临床前客户主要位於海外,约占75%,疫情下促使客户将更多项目交予药明,令该业务於第三季按年增长39%,预期疫情後增长趋势仍持续,因此将2020至2022年净利润预测分别提高5%、12%和14%,评级「跑赢大市」。

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