《大行報告》美銀證券上調藥明生物(02269.HK)目標價至91.8元 評級「中性」
美銀證券發表研究報告,指《路透》報道引述美國商務部官員指出,中國當局允許美國出口管制官員上周對無錫市至少一家公司進行現場審查,雖然未有透露涉及的公司名稱,但消息指與藥明生物(02269.HK)有關。
該行指出,有報道指藥明生物子公司可能從美國商務部的未經核實名單中除名,認為正朝著正確的方向發展,因為美國審查潛在正面反饋,或導致其無錫子公司最終被除名,意味著官方仍有待落實決定。此外,藥明生物於今年首四個月新增47個綜合項目,相對於2021年全年為138個,反映公司業務及客戶並未受美國未經核實名單一事所影響。
考慮到除名的正面趨勢、客戶信心增強及未來波動風險降低,美銀證券對藥明生物目標價由78元上調至91.8元,但基於除名決定仍具不確定性,重申對其「中性」評級。
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