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摩通:OMS快速增長將促營收顯著改善,上調平安好醫生(1833.HK)目標價至150港元,維持增持評級
格隆匯 07-29 14:18

摩通發研報,將平安好醫生目標價升至150港元,給予“增持”評級。摩通表示,在未來五年,平安好醫生OMS(在線醫療服務)部分的增長更快。

摩通指出,從政策面來看,國務院辦公廳指導改善新興在線醫療行業監管環境,有利於在線醫療服務企業發展,具體有三個方向:

1)擴大在線醫療服務範圍,該行認為這是國家發改委關於試行某些疾病的在線初步醫療診斷的建議認可;

2)重申對合格在線醫療服務的公共醫療保險報銷,這將加快與市級社會醫療保險(SHI)系統的報銷聯繫;

3)為在線醫療運營商發佈全國性標準,該行認為這將提高進入門檻並惠及現有的主要參與者。

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