《大行報告》大摩上調平安好醫生(01833.HK)目標價至134元 評級「增持」
摩根士丹利發表報告指,平安好醫生(01833.HK)管理層分享了更多渠道及容量擴展的策略,特別是核心的網上醫療服務,及如計劃般迅速推出醫院網絡。
該行表示,集團保險及企業客戶繼續為近期的雙重引擎,推動訂購收入穩健增長。去年平安好醫生會員產品收入按年增長124.5%至9.25億元人民幣,相當於59%的集團網上醫療服務板塊收入,預期在醫院網絡逐步推出及有貢獻之前,該業務會繼續引領板塊增長。
大摩上調平安好醫生股份目標價,由108元升至134元,評級維持「增持」,以反映集團去年下半年業績穩固,及未來數年有多個推動力令增長持續。
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