《大行報告》大華繼顯升藥明生物(02269.HK)評級至「持有」 目標價上調至47元
大華繼顯發表研究報告指,藥明生物(02269.HK)上半年收入按年增長17.8%,經調整淨利潤按年持平,營收及盈利增長放緩,主要由於期內與新冠相關業務顯著倒退,令全年收入增長30%的目標具有挑戰性。
該行指出,而全球融資環境的改善,可能有利於藥明生物取得更多新項目,將2023及2025年的收入複合年增長率預測從約20%上調至約28%,盈利複合年增長率預測從約14%上調至約25%,以反映生物技術公司全球融資環境改善,評級升至「持有」,並將目標價由30元上調至47元。
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