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《大行報告》瑞銀上調藥明康德(02359.HK)目標價至114元 評級「買入」
瑞銀發表報告指,藥明康德(02359.HK)上半年收入按年升6.3%至189億元人民幣,歸屬淨利潤按年升14.6%至53億元人民幣,勝該行及市場預期,非國際財務報告準則計毛利率按年改善3.4個百分點至41.6%。公司維持其全年收入增長按年升5%至7%指引,並上調其非國際財務報告準則總毛利目標至按年升介乎13%至14%。 該行指,基於公司上半年業績表現及效益改善,故上調利潤率預測,並將公司今年每股盈測上調4%至3.47元人民幣,明年則上調6%至4.36元人民幣,以及2025年上調8%至5.39元人民幣。該行將其H股目標價由109元上調至114元,維持其評級為「買入」。
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