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摩通:阿里健康(0241.HK)或增加與各地政府訂合作項目 評級“增持”
格隆匯 09-03 15:56

昨日萊西市政府與阿里健康科技(中國)舉行框架合作協議簽約儀式,雙方將共同打造全國首個線上醫保定點藥店,摩根大通發表研究報告指,阿里健康(0241.HK)可以本次協議計劃作先例,其後與中國各地訂立相關協議,能擴大在線購藥的賠償範圍,予目標價19.7港元及“增持”評級。

摩通續指,相信本次計劃將成為加速賠償範圍擴大的起點,預期未來更多與政府合作的計劃推出將成為未來12個月的催化劑,亦預期公司將於2030年產生自由現金流。

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