醫思醫療(02138.HK)續物色醫療及醫美併購機會冀維持高派息比
醫思醫療(02138.HK)營運總監李嘉豪出席業績發布會時表示,上財年集團醫療服務收入佔比提升至28.5%,相關業務屬集團其中一個發展重點,而相關業務收入增長達76.8%,但其他非醫療業務亦有增長,強調不會側重於某一方面。在收併購方面,他指出公司每次做收購合併都能成功將資源整合,日後會繼續在醫療及醫美行業尋找併購對象,有相關消息會再作公布。
針對公司早前收購市場推廣業務,他指出網絡、社交媒體推廣等對公司而言十分重要,每年均花費逾億元作推廣及廣告等,為得到更好服務故收購相關業務,相信可助改善公司在資訊科技方面的表現。
公司上財年派息比率為98%,財務總監羅文達指出派息是因為公司資金充裕,同時已考慮利潤、營運資金及內部需求等,去年公司資本開支為2.7億元,預計來年資本開支將維持在1-2億元水平,如有好的併購項目,公司亦有足夠資金應付。李嘉豪又補充,管理層預期將繼續維持高派息率。
主席兼行政總裁鄧志輝指公司早前與企鵝醫生合作在香港開設兩間診所,雖未能透露具體營運數據,但雙方均滿意診所表現,未來三年將在民生區域開設20家全科診所,現時每家分店預計回本期為3-5年,而每家診所投資成本約500萬左右。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.