You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩上調藥明康德(02359.HK)目標價至165元 評級「增持」
摩根士丹利發表報告,更新對藥明康德(02359.HK)預測模型,主要由於早期項目需求疲軟,將今明兩年的撇除COVID-19相關項目收入增長指引從約30%下調至20%以上。該行下調今年至後年藥明康德收入預測各2.9%、10.2% 和8.4%。期內淨利潤預測分別+0.5%、-7%和-4%,主要得益於利潤率較高的GLP-1產品貢獻增加,毛利率表現較好。資本支出預測由今明兩年每年80億人民幣降至今年及打後不超過70億人民幣。 大摩對藥明康德目標價由162元上調至165元,以反映未來幾年收入增長放緩和資本支出減少帶來的混合影響,以及高毛利產品類別的更大貢獻改善毛利率預測。評級「增持」。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account