大行評級|花旗:上調藥明康德目標價至74港元 上調2024至26年營收及EPS預測
花旗發表報吿指,雖然藥明康德管理層未提供2025財年指引,但相信今年首三季在手訂單按年增長35%,為未來18個月提供更多的可預見性。而管理層表現有信心達到2024財年指引。花旗調高對藥明康德2024至2026年營收預測各2%、4%及5%,並將每股盈利預測各調高2%、5%及5%,以反映近期較預期好的化學服務需求,目標價相應由70港元上調至74港元。同時提醒投資者留意美國參議院在11月12日之後可能對《生物安全法案》進行的投票。
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