《大行報告》高盛下調藥明生物(02269.HK)盈測反映略為較低毛利 評級「買入」
高盛發表報告指,與藥明生物(02269.HK)舉行了中期業績後會議,管理層更新了行業的趨勢,及全球生物科技行業的融資在第二季有改善。
該行表示,管理層上調今年收入及經調整純利的增長指引,分別由45%及40%,升至各約47%,至於明年的收入預期亦有料約36%至39%的增長。
高盛下調藥明生物今年至2024年各年盈利預測分別5.1%、3.3%及3.1%,反映新製造產能的提升及股份報酬提高,反映略為較低毛利預期,但料可被收入增加所抵銷。該行又維持對藥明生物股份「買入」評級,目標價117元。
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