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大行評級|中銀國際:上調藥明康德目標價至62港元 第三季增長穩健
格隆匯 10-30 14:30

中銀國際發表報吿指,藥明康德第三季公司收入和首三季在手訂單均實現強勁增長。公司不斷擴大的客户羣,尤其是前20大藥廠,以及在TIDES等高潛力細分市場的戰略增長,為未來奠定基礎。

中銀國際指,公司的訂單勢頭增強第四季至明年增長軌跡的可見性。基於這個因素,以及《生物安全法案》的影響可能自2027年(之前為2026年)開始的修正假設,上調2024至2026年盈利預測。考慮到利率寬鬆週期,該行將其目標價由47港元上調至62港元,維持“買入”評級。

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