《大行報告》野村料藥明生物(02269.HK)短期有能力控制來自供應商風險 長期影響未確定
對於美國商務部將藥明生物(02269.HK)兩家子公司列入未經核實名單,野村發表研究報告指出,藥明生物為中國委託開發暨製造服務(CDMO)龍頭股,短期有能力控制來自供應商風險。
不過,該行認為有關消息對藥明生物的長期影響具不確定性,因需視乎未來政策的發展,而目前的地緣政治緊張局勢並不可能很快結束。該行維持對藥明生物的「買入」評級,考慮到其2022至2024財年的收入和盈利增長明顯,目標價保持149.92元。
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