瑞銀將平安好醫生(01833.HK)目標價從60.13港元上調至90港元 評級“買入”
格隆匯3月12日丨瑞銀髮表研究報告,指平安好醫生(01833.HK) 有望在2021年達到收支平衡,並相信中央政府不斷髮布的扶持政策,將逐步提升線上醫療保健行業的中至長期前景。另外,疫情爆發亦有助於改革的進展,以及人們對在線醫療服務的認識及接受。該行認為,公司的長期增長潛力仍未能在股價中完全反映出來,維持其“買入”投資評級,並將其目標價由原來的60.13港元上調至90港元。該行又指,在線醫療作為公司的核心業務,相關收入持續在2019年錄得增長,並顯示出諮詢及活躍用户的活動均有所增加;變現率提升;在私人醫生套餐推出後,會員產品的增長加快;以及處方藥銷售的增長快速。隨着變現率提高及私人醫生套餐在線上及線下渠道的推廣,該行預期在線醫療在今年的增長維持大約80%,並認為會員收入是值得留意的關鍵因素。
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