《大行報告》野村上調海吉亞醫療(06078.HK)目標價至97.6元 評級「買入」
野村發表研究報告指,海吉亞醫療(06078.HK)上月宣布計劃收購一家民營營利性三級綜合醫院99%股權,項目位於華南地區地級市,但具體收購作價、規模或位置等細節尚未披露,預期將於第一季末或第二季作進一步公布。
報告指,截至2021年2月,海吉亞醫療在山東、重慶、江蘇及福建共設有7家醫院,根據國家衛健委規定,三級醫院必須至少擁有501張註冊病床,預計此次收購將成為海吉亞在華南擴張的重要一步。
該行指,內地疫情再度爆發,但調查發現對綜合醫院的影響比預期中小,主要由於當局更重視公共衛生管理,以及在農曆新年期間的嚴格出行限制,減少了患者前往較發達地區的大型醫院就診,改變病人的就診方式,長遠來看海吉亞醫療等市場參與者可受惠。
野村維持海吉亞的「買入」評級,目標價由96.4元上調至97.6元,將2021至2022年收入預測分別提高6%及12%,並將2020至2022年正常化淨利潤預測上調至2.77億、3.65億及5億元人民幣。
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.