大行評級|大摩:下調藥明生物目標價至31.6港元 評級為“增持”
摩根士丹利發表研究報吿指,將藥明生物2024至26年的收入預測上調1.9%、1.8%及1.7%,即分別至183億、203億及232億元,意味着按年分別增長7.4%、10.9%及14.5%。該行又料期內淨利潤分別按年增長13.5%、9.1%及8.2%,以反映提高高利潤里程碑收入的貢獻及持續改善的營運效率。
大摩調整藥明生物每股盈測,當中調升2024年盈測3%,而2025及26年則分別下調5.2%及8.3%,又上調集團2024至26年的資本開支至逾40億元。該行將集團目標價由32港元下調至31.6港元,評級為“增持”。
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