《大行報告》大摩首予阿里健康(00241.HK)「增持」評級 目標價14.5元
摩根士丹利發表報告,首予阿里健康(00241.HK)「增持」評級,目標價14.5元,此按現金流折現率作估值。該行指,阿里健康為內地最大型的藥品電商平台公司,屬內地互聯網醫藥電子商務銷售最高企業之一。
大摩表示,內地藥品電商的低滲透率、迎來有利政委環境,其清晰業務推廣模式,指可受惠母公司阿里巴巴集團支持,估計公司於2019財年至2022財年收入複合增長率達到74%,料2020財年至2022財年收入增長分別為76%、75%及69%,指內地潛在開放處方藥銷上銷售可成催化劑。
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