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一文综合券商於平安好医生(01833.HK)公布业绩後最新观点及目标价
阿思达克 08-21 11:04
平安好医生(01833.HK)今早股价捱沽,盘中曾低见103.5元一度挫10.8%,麦格理指公司中期收入增速逊预期,但其在线医疗收入增长表现仍强劲。该公司昨收市後公布截至今年中期营业额27.47亿元人民币按年升20.9%,亏损收窄至2.14亿人民币,上年同期蚀2.73亿人民币;每股亏损0.21人民币。按非通用会计准则计算的经调整亏损为2.08亿人民币,按年收窄6.8%,不派息。

平安好医生上半年在线医疗收入录6.95亿人民币,按年急增106.8%,毛利为8.216亿人民币按年增长67.1%。毛利率29.9%,同比提升8.3个百分点。

【阿里绩前靠 友邦绩後弱】

麦格理发表报告表示,平安好医生上半年收入按年升21%,较该行原预期低7%,增速亦较2019年下半年低5个百分点,但无论如可,公司旗下在线医疗收入升107%及毛利率较高,显示集团持续重视业务质素,今早将参与公司分析员会议,关注其最新收支平衡指引、新营运策略及会员增长前景等。

大和发表研究报告显示,平安好医生中期亏损收窄,收入升两成,其中在线医疗收入按年升1.07倍表现强劲,观察集团未来业务拓展情况,维持对其「跑赢大市」投资评级,维持目标价140元。

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本网综合4间券商予其最新评级及目标价:

券商│投资评级│目标价(港元)

摩根大通?增持│150元

花旗│买入│150元

大和│跑赢大市│140元

麦格理│跑赢大市│80元

券商│观点

摩根大通│上半年在线医疗服务业务收入胜预期

花旗│上半年在线医疗服务强劲,健康商城因疫情被暂时中断

大和│核心在线医疗服务增长强劲,财务表现理想

麦格理│在线医疗服务业务处领先地位,惟健康商城业务收入增长表现未如理想

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