高盛:药明康德上季盈利胜预期 关注新订单动能与临床CRO业务

GateNews

金十数据10月28日讯,高盛发表研报指,预期市场对药明康德(02359.HK)强劲的业绩表现和新订单动能将作出正面反应,虽然围绕TIDES(寡核苷酸和多肽)订单储备增长放缓可能引发一些争议。药明康德第三季度收入达121亿元人民币,按年增长15.3%,或按持续经营业务计算则按年增长19.7%。值得注意的是,TIDES业务按年增长91%,占目前总收入23%。高盛对药明康德港股12个月目标价为109.6港元,基于12个月前瞻市盈率18倍。药明康德(603259.SH)A股为目标价105.6元人民币。

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