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《大行報告》美銀證券下調藥明生物(02269.HK)目標價至94.8元 評級「買入」
阿思達克 03-27 14:04
美銀證券發表報告指,藥明生物(02269.HK)去年非新冠項目勢頭強勁,管理層今年收入增長指引為30%,2022至2025年的收入和經調整淨利潤年複合增長率指引分別為30%,以及26至27%。 基於管理層的最新指引,該行相應地降低對藥明生物收入預測。同時,考慮到海外擴張計劃,預計毛利率將略有下降,並提高今明兩年的資本支出假設。該行將藥明生物目標價由114.6元下調至94.8元,但相信公司將繼續享受快速增長的全球生物製劑市場,重申「買入」評級。
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