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《大行報告》美銀證券升藥明康德(02359.HK)評級至「買入」 目標價上調至144.1元
美銀髮表研究報告指,藥明康德(02359.HK)今年首兩個月表現強勁,收入及累積訂單按年增長超過65%,在現有訂單增長支持下,對其收入全年增長65%至70%的目標充滿信心。 該行指,藥明康德今年資本支出爲90億至100億元人民幣,表明公司對未來增長的信心,基於今年增長預期、強勁的訂單積壓及產能擴張,將2022至2024年收入預測分別上調34%、33%及33%,同時上調長期毛利率預測,由於營運效率提高,相應將2022至2024年經營利潤率預測提高3%至4%,調整後每股盈利預測上調45%、51%及60%,目標價由95.4元上調至144.1元,評級由「跑贏大市」上調至「買入」。
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