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《大行報告》麥格理上調藥明康德(02359.HK)目標價至152.27元 評級「跑贏大市」
阿思達克 11-02 10:24
麥格理發表報告指,考慮到藥明康德(02359.HK)下半年表現強勁足以抵消了今年首季的弱勢,將目標價上調9%至152.27元。

該行表示,藥明管理層今年收入增長目標為28%,麥格理預期收入增幅可達29.3%;管理層並相信2022年以後的資本支出將繼續擴大,以滿足當前客戶在臨床開發和商業化過程中的下游需求。

麥格理又指,公司臨床前客戶主要位於海外,約佔75%,疫情下促使客戶將更多項目交予藥明,令該業務於第三季按年增長39%,預期疫情後增長趨勢仍持續,因此將2020至2022年淨利潤預測分別提高5%、12%和14%,評級「跑贏大市」。

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