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《大行報告》大和上調藥明康德(02359.HK)目標價至102元 評級「買入」
大和發表報告指,藥明康德(02359.HK)次季業績勝預期,公司上調毛利率和自由現金流指引。目標價由98元升至102元,維持評級「買入」。 基於上半年增長勢頭,公司將全年經調整non-IFRS毛利潤按年增長指引目標上調至13至14%,之前為12至14%,自由現金流增長指引目標上調至750至850%,之前為600至800%,但維持全年5至7%收入增長指引目標。 大和對公司2023至2025財年收入預測上調約2%,毛利潤預測上調1.6至1.8個百分點,同時上調其他收益預測如金融資產收益、生物資產公允價值。2023至2025財年每股盈利預測相應上調11至12%。
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