大和:上調平安好醫生(1833.HK)目標價至62港元 重申“買入”評級
大和發表報告表示,平安好醫生(1833.HK)
近日出席該行舉行的投資者論壇,投資者對公司旗下“
私家醫生
”產品最感興趣,公司於今年6月推出相關產品,提供在線的醫療顧問服務,並提供線下服務如快速通道預約及門診接送服務,該服務平均價格約500元人民幣,毛利率達40至50%。
該行認為“私家醫生”
可成推動公司銷售及提升產品均價的新推動力。該行重申平安好醫生“
買入
”投資評級,其未來12個月目標價由60港元上調至62港元,此相當預測2022年市盈率16倍,主要反映高於預期月活用户人數的趨勢,但同時下調對其2021財年每股盈利預測8%,因醫療產品銷售平台增長較原預期為慢。
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