《大行报告》瑞银上调药明康德(02359.HK)目标价至235元 评级「买入」
瑞银发表研究报告指,药明康德(02359.HK)去年下半年业绩表现符合预期,一次性投资损失未有影响该行的长期看法,认为中国合同研究机构(CRO)市场可延续去年强劲发展趋势,维持「买入」评级。
该行预期,药明康德将继续加大於先进技术及研发能力的投资,例如收购Milestone
Pharma增强其药物评估能力、扩建美国费城厂房等,同时预期收购Oxgene可增强其基因疗法的设计及开发能力,对药明康德业务发展前景充满信心。
瑞银基於今年预测市盈率79.8倍,将目标价由232元提升至235元,并将明年每股盈利预测上调1%至2.29元人民币。
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