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《大行报告》摩通予平安好医生(01833.HK)「增持」评级 目标价63元
阿思达克 09-03 14:38

摩通发表报告予平安好医生(01833.HK)「增持」评级,目标价63元,认为公司是内地领先的医疗健康服务供应商,而股价自公布中期业绩後已升约50%,认为未来12个月股价仍有上行空间,主要因为可与地方政府商讨线上医疗服务偿付、线上药房相关法规最快2020年有望放松、私家医生订阅计划推出、更多策略合作公布以及财务表现强劲等,该行估计2019-21年公司收入年复合增长可达43%,料到2021年将可达收支平衡。

该行指出国家医疗保障局於8月30日宣布将纳入线上医疗服务,对行业而言属重要里程碑,相信公司在线上谘询量上具市场领先地位,加上拥有内部医疗团队及成本优势,更可受惠政策推动。

而公司於6月份推出了私家医生服务,相信未来3-5年将成主要的增长引擎,因为首三月计划刚起动已录逾3亿元人民币的合约额,相信产品可助客户与私家医生建立长期关系。

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