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大行評級|大和:予藥明康德“買入”評級 收入前景清晰且利潤率改善
格隆匯 07-11 13:14
大和發表研究報告指,藥明康德昨日收市後發盈喜,料中期收入208億元,同比增長20.6%,其中持續經營業務收入增長約24.2%;淨利潤86億元,同比增長1.02倍;扣除非經常性損益的經調整淨利潤約63億元,同比增長44%。該行估算,次季收入爲111億元,勝預期7%,意味着同比增長大幅增長20.4%。基於盈喜中預期中期收入達208億元,該行認爲公司正逐步達成全年收入415億至430億元的指引。基於其收入前景清晰,利潤率改善,以及強勁的訂單積壓,該行予其“買入”評級。
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