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大行評級丨高盛:上調藥明康德目標價至74.9港元 上調2025至27年純利預測
高盛發表研究報吿指,藥明康德今年首季業績強勁,管理層維持其2025財年指引,符合該行預期,認為如果未來1至2個季度持續強勢,公司有空間在下半年提高指引。該行料公司的TIDES業務會在今年增長65%(官方指引增長60%),將2025年至2027年各年的TIDES收入預測分別提高3.1%、5%及5%。該行上調對公司2025年至2027年各年純利預測分別7%、3.5%及2.3%,以反映TIDES業務好過預期和小分子研發及製造的交付,將H股目標價由70.9港元升至74.9港元,維持“中性”評級。
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