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《大行报告》野村下调药明生物(02269.HK)目标价至116.8元 评级「买入」
阿思达克 03-29 11:30
野村发表报告指,药明生物(02269.HK)去年收入增长41%,略优於市场预期。年内净利润率提升480个基点至30%,服务积压订单亦有393%增长。

该行相信,新型肺炎相关项目今年料可贡献收入约6亿美元,明年料贡献约4亿美元,仍然是集团近期的主要增长引擎。

因去年9月「一拆三」影响,野村下调药明生物股份目标价,由213.1元降至116.8元,评级维持「买入」,今明两年收入预测分别调升16%及12%,以反映新型肺炎项目贡献等因素。

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