大行评级|大和:予药明康德“买入”评级 收入前景清晰且利润率改善

格隆汇
11 Jul

大和发表研究报告指,药明康德昨日收市后发盈喜,料中期收入208亿元,同比增长20.6%,其中持续经营业务收入增长约24.2%;净利润86亿元,同比增长1.02倍;扣除非经常性损益的经调整净利润约63亿元,同比增长44%。该行估算,次季收入为111亿元,胜预期7%,意味着同比增长大幅增长20.4%。基于盈喜中预期中期收入达208亿元,该行认为公司正逐步达成全年收入415亿至430亿元的指引。基于其收入前景清晰,利润率改善,以及强劲的订单积压,该行予其“买入”评级。

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