《大行》野村料百濟神州(06160.HK)有望達成全年銷售及經營溢利指引 上調目標價至209.92元
野村發表報告,料百濟神州(06160.HK)第二季收入按年升33%至12億美元,與市場預期一致。該行預測百悅澤維持市場領導地位,次季銷售按年升39%至8.84億美元,其中美歐銷售分別按年升35%及80%,至6.47億及1.4億美元。百澤安內地市場銷售料按年升15%至1.82億美元。
該行料公司季內毛利率按年升0.3個百分點至85.4%,季度純利5,500萬美元,對比去年同季1.2億美元虧損。該行料公司下半年收入按年升37%至29億美元,受惠百悅澤全球銷售持續增長,亦預期公司下半年錄得盈利1.19億美元。該行相信公司處於全年收入49億至53億美元及錄得公認會計準則(GAAP)經營溢利指引的軌道上。
該行維持對百濟神州H股「買入」評級,目標價由206.6港元上調至209.92港元,並上調對公司今年收入及盈利預測分別2.1%及2%。
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