《大行報告》大和上調平安好醫生(01833.HK)目標價至95元 評級「跑贏大市」
大和發表報告表示,平安好醫生(01833.HK)早前公布打通湖北省醫保支付,且藥品清單包括在線醫療服務的利好政策等因素,相信為其帶來潛在增長。因此該行重申其「跑贏大市」評級,目標價更由85元升至95元。
該行又指,短期而言,預計該公司營銷費用將有所增加,主因其在新型肺炎爆發期間積極地推廣自身並從事更多的環境社會及企業管治活動,以及離線活動的中斷影響了其消費者醫療保健部門的收入,因此下調其2020至2022年收入及盈利預測分別2%至11%及35%。
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