《大行报告》大摩首予阿里健康(00241.HK)「增持」评级 目标价14.5元
摩根士丹利发表报告,首予阿里健康(00241.HK)「增持」评级,目标价14.5元,此按现金流折现率作估值。该行指,阿里健康为内地最大型的药品电商平台公司,属内地互联网医药电子商务销售最高企业之一。
大摩表示,内地药品电商的低渗透率、迎来有利政委环境,其清晰业务推广模式,指可受惠母公司阿里巴巴集团支持,估计公司於2019财年至2022财年收入复合增长率达到74%,料2020财年至2022财年收入增长分别为76%、75%及69%,指内地潜在开放处方药销上销售可成催化剂。
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