大行評級|摩根大通:上調藥明合聯目標價至46港元 上調2025至33年銷售額預測
摩根大通發表研究報吿指,藥明合聯去年銷售及經調整淨利潤分別按年增長91%及171%,但管理層仍維持2025財年銷售按年增長逾35%的指引。該行認為目標略為過於保守。該行表示,由於藥明合聯去年的基數較高,且有強勁的積壓訂單及新訂單,將其今年銷售額預測上調約20%,並進一步調升2026年打後的長遠銷售預測23至24%。該行升集團2025至33年的銷售額預測20至24%,該行將藥明合聯目標價升約30%至46港元,維持“增持”評級。
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