大行评级|瑞银:药明康德中期业绩符合预期 予其“买入”评级

格隆汇
29 Jul

瑞银发表报告指,药明康德中期业绩符合预期,当中收入按年升20.6%,归属股东净利润升95.5%,主要来自药明合联的资产处置收益。经调整非国际财务报告准则净利润为按年增长44.4%。经调整非国际财务报告准则毛利率提升4.7个百分点至44.5%。截至上半年末,公司持续经营业务的未完成订单金额达567亿元,按年增长37.2%,保持强劲。 药明康德将今年全年收入指引由415亿至430亿元,上调至425至435亿元;持续经营业务收入增长指引由10%至15%,上调至13%至17%。考虑到公司一贯保守的指引风格,该行预计实际表现将好超出指引。该行又对其首次宣派中期股息10亿元持积极态度,现予目标价104.6港元及“买入”评级。

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