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阿里健康(0241.HK)漲7% 花旗首予買入評級 看高至14港元
格隆匯 01-07 10:27
格隆匯1月7日丨阿里健康(0241.HK)今日明顯上漲,現報9.42港元,漲6.92%,股價創8個月新高,暫成交1.6億港元,最新總市值1134億港元。花旗料中國今年會公佈線上處方藥銷售的監管細則,藥品銷售將加速轉向線上,認為阿里健康是線上處方藥銷售的主要受惠者,線上藥品銷售的滲透率有望加速,2018年線上藥品銷售僅佔中國藥品總銷售4.5%,相對地美國線上藥品銷售佔比超過30%,預計到2025年線上藥品銷售將佔中國藥品總銷售的15%。花旗指出,電子醫保卡將令線上報銷政策轉為可行,將可推動中國互聯網醫療行業的發展,加快線下向線上的轉移,加上阿里健康背靠阿里巴巴集團,可受惠於協同效應。首次給予阿里健康買入評級,目標價14港元。
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