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《大行》招銀國際首予藥明合聯(02268.HK)「買入」評級 目標價74元
阿思達克 09-02 11:50
招銀國際發表研究報告,首次覆蓋藥明合聯(02268.HK),給予「買入」評級,目標價74元。該行預計,公司2025至27年的收入將按年增長45.7%、35.7%及30.9%,經調整淨利潤則按年增長40%、32.4%及30.8%。 該行指出,藥明合聯已成為全球XDC外包服務產業的領導者,公司可在其無錫基地提供「一站式」XDC研發和生產服務,並正在建造其新加坡基地。公司的項目數量快速增長,截至今年上半年已擁有19個臨床三期和11個PPQ階段的項目,後期及商業化項目將支撐公司未來持續增長。
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