《大行》大和料藥明康德(02359.HK)有望達成全年收入指引 予「買入」評級
大和研究報告指,藥明康德(02359.HK)昨日(7月10日)收市後發盈喜,料中期收入208億人民幣,增長20.6%,其中持續經營業務收入增長約24.2%。淨利潤86億人民幣,按年增長1.02倍。扣除非經常性損益的經調整淨利潤約63億人民幣,按年升44%。
該行估算,次季收入為111億元人民幣,勝預期7%,意味按年大幅增長20.4%;而公司首季收入亦好過預期,按年升21%至96.5億元人民幣。基於盈喜中預期中期收入達208億元人民幣,該行認為公司正逐步達成全年收入415億至430億元人民幣的指引。基於其收入前景清晰,利潤率改善,以及強勁的訂單積壓,予「買入」評級。
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