《大行报告》摩通上调药明生物(02269.HK)目标价至130元 评级「增持」
摩根大通发表报告指,虽然爆发新型肺炎疫情,但药明生物(02269.HK)去年收入按年增长40.9%至56.1亿元人民币,优於该行预测5%。至於去年纯利为16.9亿元人民币,按年上升67.5%,表现亦优於该行预期16%。另外,经调整纯利达17.2亿元人民币,相当於按年增长43%。
该行表示,集团增长强劲主要由於强大的执行力及领先的技术平台;「Win the Molecule」策略;疫情相关项目;及里程碑收入强劲增长。
摩通上调药明生物股份目标价,由120元升至130元,维持「增持」评级,并调升集团今明两年盈利预测,最新估计其今年至2023年的收入及每股盈利年均复合增长率可分别达49%及43%。该行相信,集团近日股价回调,为长期投资者提供了良好机会。
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