醫思醫療(02138.HK):收購婦科料下半財年有盈利貢獻 續尋併購機遇
香港醫思醫療集團(02138.HK)執行董事兼首席財務官李向榮在電話會議中表示,集團斥8,524.9萬元收購婦科醫療服務公司51%的股權,公司過往未開展婦產科業務,故一直在物色好的資產收購,收購後可完善集團服務,另外亦會提供境外的體外受孕轉介等,例如是轉介至美國、泰國或台灣進行人工受孕。他估計相關業務料會在下半財年開始帶來盈利貢獻,而是次交易作價市盈率約為10倍,有信心可在短期內令醫療資產增值,因為公司有很多女性客戶,不少亦需要婦科服務,故有信心可將現有客戶引導。
他指出去年財年醫療板塊收入貢獻三至四成,比例與醫美相若,估計未來醫療板塊的收入貢獻將有所增加,另外市場亦有併購空間,故仍會尋找具盈利潛力的醫療資產,至於醫美方面則要視乎價錢。他透露現時環境下很多資產價格均向下調,部分價格相宜,洽商亦較容易,而部分醫療資產的東主亦有意與大企業合作。
他指出,公司過往有約38%左右的收入是來自醫療旅遊,現時封關令內地客未能來港,故有調整策略投放資源向本土客推廣。他指出現時公司在國內有13家分店,近期相關業務增長亦達雙位數,反映客戶即使未能來港亦可使用其服務。他表示集團未來將大力發展大灣區業務,冀未來三至五年增30-50家分店,將重點發展消費性醫療及養生服務,包括醫美、脊醫、牙科及兒科,而國內的分店亦會增加預算購置法例容許的儀器。(el/a) ~
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