《大行報告》大摩料市場對藥明生物(02269.HK)CMO增長反應正面 評級「增持」
摩根士丹利發表報告指,藥明生物(02269.HK)上半年收入和經調整淨利潤與盈喜一致。毛利率按年下降30個百分點,主要受上半年人才和產能擴張影響。該行給予目標價119.8元,評級「增持」。
大摩指,藥明生物上半年增加59個綜合項目,雖然較去年同期增加74個項目少,但相信仍有望實現全年120多個項目的目標。
大摩指,值得注意的驚喜是上半年CMO項目有14個,遠超過指引的全年11至13個CMO項目,預計市場將對CMO增長有積極的反應,並期待在公司電話會議上見到新合同的細節和任何增長指引的更新。
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