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《大行報告》大摩上調藥明康德(02359.HK)目標價至207元 評級「增持」
阿思達克 08-16 10:41
摩根士丹利發表報告指,藥明康德(02359.HK)今年上半年業績表現優於預期,上調集團中國實驗室、臨床試驗服務及合同研發生產(CDMO)業務的收入預測,不過美國實驗室業務收入預測則因疫情持續令臨床延續而下調。 該行又調低藥明康德整體毛利率預測以反映上半年的趨勢,並因而下調集團今年盈利預測5%,明年至2024年則調升1%至8.4%。至於股份目標價由200元升至207元,評級維持「增持」。
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