《大行報告》大摩上調藥明康德(02359.HK)2022年每股盈利預測5% 評級「增持」
摩根士丹利發表研究報告指,藥明康德(02359.HK)早前發表業績預報,預期2022年全年淨利將增長72.9%,達到88.14億元人民幣。
大摩相應亦將2022年每股盈利預測上調5%至每股2.53元人民幣,但由於Covid相關項目貢獻預期下降,亦將2023年預測下調1%至每股2.72元人民幣,相信今年起外部年度資本開支會下降,考慮到人民幣匯率及A股與H股之間的溢價後,將H股目標價維持在177元不變。
大摩亦維持2024年每股盈利預測為3.38元人民幣不變,投資評級為「增持」。
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