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《大行報告》大和下調藥明康德(02359.HK)目標價至98元 評級「買入」
大和發表報告,預計藥明康德(02359.HK)今年第二季收入按年持平為92億元人民幣,毛利率為39%,按年上升2.2個百分點,料其次季淨利潤按年下降38.4%至18億元人民幣,因去年第二季基數較高,期間錄得13億元人民幣的其他收益。該行重申藥明康德「買入」評級,目標價由105元降至98元。 大和下調對藥明康德今年至後年收入預測2至4%。今明兩年淨利潤預測則分別上調9%和3%,料今明兩年盈利按年增長2%至23%,以反映毛利率提高,並修訂營業外收入預測。
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