【里昂：微升药明康德目标价至73.6港元 第三季调整后净利润和在手订单增长超预期】金十数据10月29日讯，里昂发表报告指，药明康德(02359.HK)今年第三季收入及经调整非通用会计准备纯利的跌幅下降按季有改善，从次季的按年跌5%及跌11%提升至第三季的按年跌2%及3%。非疫情相关的收入增长加速，从2024年上半年的跌1%增至第三季的15%。总订单积压增长从2024年上半年的33%按年加速至35%，WuXi Tides的订单积压增长则从次季的147%按年上升至第三季的196%。调整后的纯利和积压增长均超出预期。该行指，维持药明康德2024年的收入和利润率指引不变。该行将其2024年至2026年的每股盈利预测上调1%，H股目标价由73.3港元升至73.6港元，重申“买入”评级，并指药明康德为其首选的内地医药研发及外判(CXO)公司。
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