建银国际：维持康龙化成(03759)“跑赢大市”评级 目标价降至25港元
建银国际发布报告称，下调康龙化成(03759)目标价10.7%，从28港元至25港元，降2023财年销售额预测6.3%，下调2023-25财年每股盈利预测约9.3%，原因是海外业务的研发费用增长，但评级维持“跑赢大市”。
报告中称，康龙化成2023年第三季度客户增长放缓。这造成营收增长低于预期，销售额同比增5.5%至29亿元人民币，低于预期的34亿元人民币，按季持平，反映出今年上半年全球生技融资放缓对该公司第三季度的销售增长造成的影响超出预期。收到销售增长疲软的影响，公司毛利率比预期低1.8个百分点，第三季度净利润下降6.1%，净利润率下降1.5个百分点。该行预计，公司将在2023财年第四季度有所恢复；鉴于近期生物科技融资环境发生变化，该公司自6月以来有所改善，这或有助于第四季度增长，实现复苏。
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