高盛:升药明康德(02359)目标价至74.9港元 评级“中性”

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智通财经APP获悉,高盛发布研报称,药明康德(02359)今年首季业绩强劲,管理层维持其2025财年指引,符合该行预期,认为如果未来1至2个季度持续强势,公司有空间在下半年提高指引。该行料公司的TIDES业务会在今年增长65%(官方指引增长60%),将2025年至2027年各年的TIDES收入预测分别提高3.1%、5%及5%。该行上调对公司2025年至2027年各年纯利预测分别7%、3.5%及2.3%,以反映TIDES业务好过预期和小分子研发及制造的交付,将H股目标价由70.9港元升至74.9港元,维持评级“中性”。

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