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《大行報告》摩通下調平安好醫生(01833.HK)目標價至122元 維持「增持」評級
阿思達克 01-27 15:33
摩根大通發表報告表示,平安好醫生(01833.HK)將於2月2日公布去年業績,估計其去年下半年復甦強勁,按年增長達39%,對比2020年上半年增長21%。基於互聯網醫院擴展計劃迅速及策略投資升級,平安好醫生取得收支平衡的時點會由原來2021年,推遲至介乎2024年至2025年。

該行亦對平安好醫生估值延伸至今年年底,按現金流折現率估值,目標價由150元下調至122元。

摩通料平安好醫生去年下半年收入達39億人民幣,按年增長39%(估計去年收入按年增長31%至66億人民幣),受益於線上醫療服務增長80%等所推動。

摩通估計平安好醫生2020年經調整虧損6.45億人民幣,料今年及明年經調整虧損各13.1億及9.89億人民幣。

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