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《大行》野村升百濟神州(06160.HK)目標價至217.94元 維持「買入」評級
阿思達克 08-07 09:38
野村發表報告指,百濟神州(06160.HK)次季收入和純利都勝預期,管理層略為調高2025財年指引。基於業績令人滿意,維持「買入」評級,目標價由209.92元升至217.94元。 報告指,百濟神州次季營收按年增長41.6%至13.2億美元,較該行和市場預測高6.5%、6.3%,主要由於zanubrutinib銷售增加。淨利潤為9,400萬美元,高於該行預測的5,500萬美元,但符合市場預期,因為強勁的銷售使得毛利率表年提升2.4個百分點至87.5%。 野村大致上維持百濟神州2025和2026財政年度的營收預估,並因毛利率預估較高,將盈利預估調高27.2%、13.1%。
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