《大行報告》花旗降藥明康德(02359.HK)目標價至90元 新指引進一步削弱市場信心
花旗發表報告指,藥明康德(02359.HK)今年的指引令人失望,進一步削弱市場信心,反映增長前景不明確。因應其今年指引,以及美國制裁的不明朗性,將其2024及2025財年收入預測分別下調22%及35%,每股盈利預測分別下調19%及34%,並預期長遠收入增較為溫和,因此將其目標價由175元大幅下調至90元。
該行對其持「買入」評級,認為公司在CRO/CDMO行業的龍頭地位、持有的技術及產能,有助吸引更多客戶及進一步擴充。(cy/u)
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