郭家耀: 港股短期料反覆 藥明生物(02269.HK)前景樂觀
獨立股評人郭家耀稱,美股周二(31日)表現偏軟,美國消費信心指數下滑,利淡大市氣氛,三大指數均錄得溫和跌幅收市。美元走勢偏軟,美國十年期債息回升至1.30厘水平,金價反覆向好,油價表現受壓。港股預託證券普遍向下,預料大市早段跟隨低開。內地股市走勢反覆,滬綜指低開高走,收市上升0.4%,滬深兩市成交額達1.48萬億元人民幣。
港股昨日先跌後反彈,大市受內地PMI數據低於預期影響,恆指早段一度跌幅超過400點,其後走勢逆轉,最終倒升超過300點收市,大市成交亦創出一個月新高水平。市場繼續關注監管政策消息,市況表現繼續反覆,預料指數短期未能走出上落局面,維持於25,000至26,000點水平徘徊。
另藥明生物(02269.HK)上半年盈利增長1.5倍至18.42億元人民幣(下同),較盈喜的預告增長1.35倍為高,期內收益增加1.27倍至44.07億元,毛利率由去年同期的40.5%增加至52.1%,主要歸功於強勁的業務增長、產能利用率提升及運營效率提高。
截至6月底,藥明生物綜合項目數目由去年同期的286個增至408個,其中臨床前項目212個,按年增加71個,早期臨床開發項目有160個,增加35個,後期臨床項目32個,增加13個,並新增2個商業化項目,令總數達到4個,有望今年底交付5至8個項目。未完成訂單總額124.65億美元,上升31.7%,而簽署的COVID-19相關項目合約達13億美元。期內,藥明生物服務的大客戶數量352個,按年上升33.3%。藥明生物為內地CRO業務最大公司,中國對生物藥的需求增長迅速,處於行業有利地位,前景值得樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.