《大行報告》大摩:藥明康德(02359.HK)發盈喜首九個月業績非常強勁 重申為喜愛股份
醫藥股今早受捧,藥明生物(02269.HK)股價彈高11.2%報52.35元,藥明康德(02359.HK)股價亦搶升近9.9%報69.4元,康龍化成(03759.HK)揚近11%,泰格醫藥(03347.HK)股價彈8.7%。
摩根士丹利發表報告表示,就藥明康德發盈喜,預計今年首三季度收入及整非國際財務報告準則下淨利潤按年各升71.9%及77.9%,較該行原預期各高出3.6%及17%,即相當於今年第三季收入及經調整非國際財務報告準則下淨利潤按年分別升77.8%及82%。
該行指,藥明康德於今年首三季撇除非經常性項目的影響後,公允價值和投資收益錄3.97億元人民幣,對比2021年首三季18.71億元人民幣;H股可轉債衍生部分的公允價值收益6.17億元人民幣,對比2021年首九個月公允價值虧14.69億人民幣,即其調整後淨利潤(62.32億人民幣)按年增長100.6%。
大摩指,藥明康德給予全年收入增長68%至72%的指引,鑑於其今年首九個月業績強勁,該行認為這是非常可實現的,並重申藥明康德為該行的喜愛股份之一,維持「增持」投資評級及目標價177元。(wl/u)
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