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花旗:維持平安好醫生(1833.HK)買入評級,目標價150港元
格隆匯 08-25 15:17
格隆匯8月25日丨平安好醫生(1833.HK)公佈業績後,花旗發研報維持平安好醫生(1833.HK)買入評級,目標價150港元。花旗報告指出,平安好醫生1H20收入為27.47億元(同比增21%),淨虧損2.14億元(去年1H19為淨虧損2.73億元)。毛利率從1H19的21.6%改善至29.9%,由於產品結構的改善,而運營費用比率從1H19的40.5%升至42.3%。由於會員產品和處方藥銷售強勁增長,在線醫療服務的1H20收入為6.95億元(同比增107%)。於1H20,註冊用户達到3.46億(去年同期為3.15億)。月活躍用户數(MAU)和月付費用户數(MPU)分別達到6700萬和300萬(分別同比增長7%和32%),付費用户的平均轉化率為5.1%(去年同期為3.7%)。內部醫療人員在1H20進一步增加到1836人。
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