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盤中異動 | 藥明生物盤中上漲5%,報於114.9港元

2021年10月18日16時0分,藥明生物(HK02269)盤中上漲5%,報於114.9港元,成交額達13543.25億港元,換手率達到0.29%。

10月6日訊,瑞信發研報指,經過兩個月的拋售期,目前南向資金已轉爲正流入,規模達23億美元。值得注意的是,其依然保持30%的高換手率,這表明板塊已出現輪動。研報續指,在過去一個月裏,南向資金買入通信服務(22億美元)和公用事業(11億美元)股份,同時沽售科技(15億美元)及可選消費板塊(12億美元)股份。在行業層面,媒體、公用事業和能源是焦點。其中,公用事業股份的比例增幅最大,達到18.6%。瑞信認爲,中國資本市場的開放是最重要的長期發展主題之一。這一趨勢的第一個測試計劃便是“互聯互通”。該行認爲,南向資金重激活了港股市場的的流動性,也成爲目前股價的關鍵驅動因素。瑞信表示,長期可以關注的股份包括光大環境(00257)、美團(03690)、中海油(00883)。短期關注股份主要包括藥明生物(02269)、金蝶國際(00268)、世茂服務(00873)。

10月5日,美銀證券:市場對抗新冠候選藥消息反應過度,維持康希諾生物-B(06185)“買入”評級。9月21日,西南證券:建議持續重點佈局醫藥核心資產和“醫保免疫”下“專精特新”細分龍頭。8月30日,瑞銀:予藥明生物(02269)“買入”評級,目標價142港元。

最新的財務數據顯示,公司於2021年2季度,營業收入44.07億人民幣,淨利潤18.83億人民幣;營業收入同比增加126.67%,毛利潤同比增加190.8%,淨利潤同比增加157.67%。

盈立趨勢長盈模型最近一次交易信號,2021年10月8日出現觀望信號,觸發價格爲112.0港元(信號僅供參考)。

uSMART智能寫手的信息、數據均來自媒體公開報道,智能寫手不能保證其完全準確,內容僅供參考,不構成投資建議。

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