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《大行報告》野村下調藥明康德(02359.HK)目標價至136.97元 評級「買入」
野村發表評級報告指,藥明康德(02359.HK)第三季收入按年增78%至106億元人民幣,創歷史新高,總毛利率按年增1.2個百分點至38%,主要是無錫檢測業務利潤率有所改善;基於一般及行政開支比率下降,營業利潤率按年增3.3個百分點至25%;第三季股東應佔利潤達27億元人民幣,同創新高,相當於按年增長209%。 該行將公司今年盈測上調11%,以反映非經常性項目的淨收益,並將其目標價由171.11下調至136.97元,維持其評級為「買入」。
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