盤中異動 | 藥明康德升9%創半年內新高,浙商指公司業績增長有望超預期
1月16日,$藥明康德(02359.HK)$持續活躍,截至發稿,該股漲超9%,報107.3港元,成交額2.42億港元,股價創半年來新高。
日前,浙商證券發佈更新報告稱,藥明康德爲全球化拓展的本土CXO龍頭,業績增長有望超預期。支撐因素:全球稀缺的一體化商業模式,漏鬥效應已經驗證;小分子全球化產能佈局,新業務拓展有望持續提升發展天花板。催化因素:在手訂單(扣除大訂單)增速維持高位;23H1產能利用率進一步提升;23年資本開支維持高強度。我們認爲公司21-25年收入複合增速有望從17%(11-15年)、28%(16-20年)進一步加速至30%-35%。
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.