《大行報告》野村上調藥明康德(02359.HK)目標價至121.7元 評級「買入」
野村發表報告,預期藥明康德(02359.HK)第三季度增長符合進度,維持「買入」評級,目標價由98.96元上調至121.7元。2023及2024年度盈利預測分別上調23%及30%,收入預測分別維持及上調3%,以反映銷售增長前景較佳、毛利率改善、非持續收入增加。
報告指,藥明康德現價反映今年全面攤薄每股盈利3.61元人民幣,市盈率25.6倍,估計第三季度銷售按年升4%、盈利按升0.5%,收入110億元人民幣,按年升4%,按季升11.7%。
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