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医思医疗(02138.HK):收购妇科料下半财年有盈利贡献 续寻并购机遇
阿思达克 10-21 17:38
香港医思医疗集团(02138.HK)执行董事兼首席财务官李向荣在电话会议中表示,集团斥8,524.9万元收购妇科医疗服务公司51%的股权,公司过往未开展妇产科业务,故一直在物色好的资产收购,收购後可完善集团服务,另外亦会提供境外的体外受孕转介等,例如是转介至美国、泰国或台湾进行人工受孕。他估计相关业务料会在下半财年开始带来盈利贡献,而是次交易作价市盈率约为10倍,有信心可在短期内令医疗资产增值,因为公司有很多女性客户,不少亦需要妇科服务,故有信心可将现有客户引导。

他指出去年财年医疗板块收入贡献三至四成,比例与医美相若,估计未来医疗板块的收入贡献将有所增加,另外市场亦有并购空间,故仍会寻找具盈利潜力的医疗资产,至於医美方面则要视乎价钱。他透露现时环境下很多资产价格均向下调,部分价格相宜,洽商亦较容易,而部分医疗资产的东主亦有意与大企业合作。

他指出,公司过往有约38%左右的收入是来自医疗旅游,现时封关令内地客未能来港,故有调整策略投放资源向本土客推广。他指出现时公司在国内有13家分店,近期相关业务增长亦达双位数,反映客户即使未能来港亦可使用其服务。他表示集团未来将大力发展大湾区业务,冀未来三至五年增30-50家分店,将重点发展消费性医疗及养生服务,包括医美、脊医、牙科及儿科,而国内的分店亦会增加预算购置法例容许的仪器。(el/a) ~

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