大和:维持药明生物(02269.HK)“买入”评级 盈喜胜预期

智通财经
25 Jul
【大和:维持药明生物(02269.HK)“买入”评级 盈喜胜预期】智通财经APP获悉,大和发布研报称,药明生物(02269.HK)发盈喜,料上半年收入同比升16%,高于市场预期的9%,以及公司全年指引的12%至15%; 料期内毛利率改善3.6个百分点,股东应占利润同比增长约56%,高于市场预期的30%,并料经调整净利润同比增长约11%。公司认为增长是由于成功执行Follow and Win the Molecule策略、ADC及双特异性抗体等技术平台快速增长、研究服务收入增长及欧洲生产基地产能提升等。该行维持“买入”评级。

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