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《大行报告》野村上调海吉亚医疗(06078.HK)目标价至97.6元 评级「买入」
阿思达克 02-09 10:15
野村发表研究报告指,海吉亚医疗(06078.HK)上月宣布计划收购一家民营营利性三级综合医院99%股权,项目位於华南地区地级市,但具体收购作价、规模或位置等细节尚未披露,预期将於第一季末或第二季作进一步公布。

报告指,截至2021年2月,海吉亚医疗在山东、重庆、江苏及福建共设有7家医院,根据国家卫健委规定,三级医院必须至少拥有501张注册病床,预计此次收购将成为海吉亚在华南扩张的重要一步。

该行指,内地疫情再度爆发,但调查发现对综合医院的影响比预期中小,主要由於当局更重视公共卫生管理,以及在农历新年期间的严格出行限制,减少了患者前往较发达地区的大型医院就诊,改变病人的就诊方式,长远来看海吉亚医疗等市场参与者可受惠。

野村维持海吉亚的「买入」评级,目标价由96.4元上调至97.6元,将2021至2022年收入预测分别提高6%及12%,并将2020至2022年正常化净利润预测上调至2.77亿、3.65亿及5亿元人民币。

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