《大行报告》花旗升阿里健康(00241.HK)目标价至20元 评级「买入」
花旗发表报告表示,中国国家医疗保障局及卫健委日前联合发布《关於推进新冠肺炎疫情防控期间开展互联网+医保服务的指导意见》,是首个出台的国家层面互联网+医保政策,预料国策支持下,省级医疗机构将加强与互联网医疗服务商合作,相信行业中阿里健康(00241.HK)最能受惠。该行表示,考虑新型肺炎疫情的短期负面影响,将阿里健康今年至2022年收入预测分别下调6%、3%及3%,预期今、明两年将录8,700万元人民币(下同)及500万元亏损,并於2022年才扭亏,料录净利润1.95亿元。然而,花旗相信阿里健康可在政策支持下与省政府迅速达成合作,加上同系的支付宝拥有为政府建立电子医疗系统的优势,在医保体系的电子商务化发展趋势中可最先受惠,对该公司维持「买入」评级,并将目标价由14港元上调至20港元。
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