You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩引述藥明生物(02269.HK)重申2023至2025年收入複合增長率指引30%
摩根士丹利發表報告,引述藥明生物(02269.HK)重申2023至2025年收入及盈利的年均複合增長率分別為30%,以及介乎26%至27%,但注意到實現盈利增長指引或面臨壓力。公司承認上半年增長具挑戰,主要由於維護設施導致利用率降低、勞動力擴大的成本及重新開放帶來的干擾等。該行預期公司去年上半年的高基數,將提高今年上半年的增長門檻。 該行指出,藥明生物認為龍沙和三星等領先企業之間的差異愈來愈明顯,限制了直接競爭。此外,公司將透過「跟隨藥物分子發展階段擴大業務」(follow-the-molecule)戰略及如治療阿茲海默(Alzheimer)等重磅藥物來實現可持續增長。管理層又透露,公司正尋求與禮來(LLY.US)簽訂合同生產(CMO)合約,以生產其治療阿茲海默症藥物。 此外,該行予藥明生物目標價為121元,評級「增持」。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account