《大行報告》大和上調泰格醫藥(03347.HK)目標價至170元 評級「跑贏大市」
大和發表研究報告,引述泰格醫藥(03347.HK)管理層指,今年多區域臨床試驗(MRCTs)及實驗室服務業務顯著復甦,收入增長勝整體,估計公司全年收入可按年增長31.2%。
報告指出,在去年低基數效應下,今年兩項主要業務收入增長表現強勁,當中新冠相關項目高需求帶動下,首季MRCTs新增訂單額已超越去年全年水平,預期收購方達後,今年餘下時間實驗室服務可維持高速增長,收入料按年升40%,並於今、明兩年維持約35%至40%的增速。
該行指出,公司內地新生產設施預期於下半年投運,預測今年全年盈利將增長69.2%,較早前預測的63.3%有所提升,並將2021至2023年每股盈測提升4%至7%,目標價由160元升至170元,維持「跑贏大市」評級。
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