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港股異動 | 阿里健康漲超7%,中期經調整淨利潤大增286.4%
uSMART盈立智投 11-27 11:45

uSMART盈立智投11月26日消息,阿里健康績後股價走強,午後漲幅進一步擴大,截至14:56分,阿里健康漲7.61%,報21.2港元。

阿里健康公佈上半年數據後,花旗重申其爲首選買入,稱公司將是網售處方藥有條件放開政策的主要受益者,充分享受政策東風帶來的盈利紅利。

分析師Cui Cui等在報告中表示,阿里健康2021財年上半年盈利增長強勁,由於藥品直銷業務的採購成本降低及銷售行政等管理費用下降,帶來毛利率有所提高。

阿里巴巴集團的協同效應與天貓商城成熟的電子商務平台,是阿里健康無與倫比的優勢。

支付寶在建立數字醫療卡系統中作用關鍵,其與公立醫院的積極合作,有助於將流量導入阿里健康並鞏固其行業領先地位。

目標價維持30港元不變,較週三收盤價(19.7港元)上漲52%。

截至週三收盤,阿里健康的今年股價已經上漲119%。

《大行評級 | 花旗:阿里健康是網售處方藥放開政策的主要受益者,重申爲首選買入》

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