《大行報告》摩通升藥明生物(02269.HK)目標價至120元 料今年業務強勢持續
摩根大通發表研報指,藥明生物(02269.HK)股價於去年累升約213%,而MSCI中國醫療保健指數同期升約62%,預期在疫情持續影響,藥明生物今年仍保持強勁增長勢頭。
報告指,疫情下全球外包需求強勁,推動將未來三年收入和淨利潤的增長指引已恢復到疫情前訂立的複合年增長率約50%,預期今年可獲得逾10個CMO(合約生產外包)項目,當中4個與新冠疫情相關。
摩通表示,去年藥明在疫情期間新增72個新項目,在行業利好大環境下,業務基礎穩健,加上市場流動性充裕,預計今年表現繼續向好,維持「增持」評級,目標價上調至120元。
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