郭思治: 平安好医生(01833.HK)业绩胜预期走势良好
香港股票分析师协会副主席郭思治称,平安好医生(01833.HK)上周公布业绩,收入增幅胜预期,显示扩大市占率的策略有效。业绩公布後大行的报告普遍评价正面,目标价较现价高,可续看好。
新冠疫情为中国互联网医疗的加速发展带来契机,行业正在加速发展。去年,集团核心业务在线医疗收入15.66亿元(人民币、下同),增长达82.4%,占比升5.9个百分点到22.8%;带动总收入增35.5%至68.66亿元。
大行当中,大和指集团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,而药物名册药物及线上医院的增长都对公司非常有利。
麦格理则指,去年下半年收入按年增长48%胜预期,估计未来互联网医院的服务可解决市场上逾三成医疗问题,获得社保报销将有利於获取更多市场份额;上调目标价至123元,以反映利润率胜预期和新发展计划。
(笔者为证监会持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.