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《大行报告》大和上调平安好医生(01833.HK)目标价至117元 评级「跑赢大市」
阿思达克 02-04 10:35
大和发表研究报告指,平安好医生(01833.HK)管理层更新对未来数年的策略,相信当中策略升级,和集团的协同渠道需关注。至去年底,公司新增超过1,100企业客户,销售达5.8亿元人民币。集团已拥有超过100万企业客户。互联网医院不单是一次性的线上医疗服务,同时亦有助公司吸纳客户,并交叉销售产品。

该行重申对公司主要竞争优势,包括大量客户流量、AI强劲、垄断地位等,故预期线上药物销售增长会明显跑赢其他同业,而药物名册药物的增长,以及线上医院的增长都对公司非常有利,虽然线上医疗服务收入较健康商场少,但毛利贡献增至47%,相对健康商场只有14%。

该行重川对公司「跑赢大市」评级,目标价由100元上调至117元。

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