云顶新耀-B(01952)早盘股价上涨5.51%,现报56.50港元,成交额1.49亿港元。
云顶新耀近日发布2024年全年业绩,收益7.07亿元人民币,同比增加461.16%;毛利5.27亿元,同比增加475.72%。
中金公司发表研究报告,称2024 年收入符合我们预期,公司公布2024 年业绩,收入7.07 亿元,同比增长461%;归母净亏损10.41 亿元,收入符合预期,归母净亏损超我们预期,主因销售费用增加较多。
由于公司销售费用投入增加,我们下调2025 年盈利预测由亏损0.14 亿元至亏损4.80 亿元,并首次引入2026 年盈利预测0.12 亿元。基于DCF 估值法,维持跑赢行业评级,由于公司 EVER001 和mRNA 肿瘤疫苗开始体现在估值,我们上调目标价133%至70.0 港币,较当前股价有30.7%上行空间。
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