大行評級|建銀國際:藥明康德第三季業績表現強勁 目標價升至63港元
建銀國際發表研究報吿指,藥明康德第三季業績表現強勁,銷售額按季增長13%,達到105億元,超出該行預測的98億元;毛利率受惠於人民幣對美元的升值,按季升2.5個百分點。建銀國際相信,集團已取得足夠的採購訂單,以佔用新增的產能。該行將集團2024至26年的銷售預測上調4.7%,以反映分子管線逐步向後期演進及對應用於開發新模式的TIDES服務的需求支持下的持續增長。該行上調毛利率預測1個百分點,促使將2024至26年的每股盈測上調8.6%,目標價由45港元調升至63港元,續予“跑贏大市”評級。
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