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《大行報告》大和上調藥明生物(02269.HK)目標價至167元 評級「買入」
阿思達克 06-22 10:02
大和發表研究報告指,藥明生物(02269.HK)因應業務需求強勁,將今年收入增長指引由50%提升至65%,目標較市場預期的56%高,但符合該行66%至68%的預測。

報告指出,藥明生物截至5月積壓的訂單額達到124億美元,年初至今已簽訂服務合約涉及11億美元,預期未來增長勢頭將繼續強勁。大和指,公司今年首五個月新增67個新項目,預期至第四季現有產能利用率將達到百分百,相信產能擴張將是未來規模及市場份額擴張的關鍵。

大和認為,藥明生物在投資上積極進取,除今年資本開本80億元人民幣外,並計劃投入約30億美元用於海外生產佈局,將2021至2023年每股盈測上調0.1%至0.2%,目標價由140元升至167元,重申「買入」評級。

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