《大行》大摩升药明康德(02359.HK)目标价至143.5元 评级“增持”

阿斯达克财经
Feb 20

摩根士丹利发表研究报告指出,鉴于药明康德(02359.HK) 早前披露的2025年初步业绩,该行因其毛利率上升,将其2026至2030年的盈利预测上调0%至3%,目标价因而由143元升至143.5元。该行予药明康德“增持”评级,料其2024至2027年的盈利年均复合增长率达24%,看好其独特的CRDMO/CTDMO模式及平台优势,加上在中国竞争对手中拥有最多的早期项目数量,相较国内同业而言,为其中...

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