智通财经APP获悉，麦格理发布研报称，重申药明康德(02359)“跑赢大市”评级及目标价116港元。该行称，药明康德上半年业绩好过市场预期，收入达208亿元人民币(下同)，同比增长20.6%;净利润同比增长1.02倍至86亿元。若剔除出售药明合联(02268)股权所获33亿元一次性收益，经常性净利润则同比增长26.5%至59亿元人民币。
该行指，TIDES业务收入同比增1.42倍至50亿元，可能受GLP-1原料药推动，远超全年增长60%的目标；次季毛利率亦创46.9%新高，主要得益于化学业务生产效率提升及后期项目增加。
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