大和:料平安好醫生(1833.HK)月平均用户持續增長 上調目標價至80港元
大和總研發表研究報告預料,平安好醫生(1833.HK)每月的平均用户數量持續增長,將其2021年淨利潤預測提高5%,並將其目標價上調6.7%至80港元。
大和指,自1月22日以來,平安好醫生的每日新增用户數量是今年前3周的10倍,市場教育和冠狀病毒爆發引起的公眾意識提高,是線上醫療諮詢用户行為改變的“分水嶺”。現時有50多個地方政府在與平安好醫生合作提供線上諮詢,這可能會為列入國家報銷藥品目錄鋪平道路。

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