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高盛:去年收入勝預期,維持平安好醫生(1833.HK)“買入”評級,目標價120.37港元
格隆匯 03-08 10:24
格隆匯3月8日丨高盛發研報指,平安好醫生去年度收入勝預期,毛利亦合符預期,期內毛利率的由2019年的23.1%提升至27.2%,相信是由於每月付費用户比例提升,按年增長34.1%,以及疫情推動消費者醫療保健業務所致。該行表示,平安好醫生於中期業務提出戰略升級計劃,包括擴大企業客户和互聯網醫院的渠道、服務範圍及增強醫生資源,預計戰略升級將在未來兩年內會產生更高的營銷及行政支出,因此將預測收支平衡時間推遲到2025年。高盛維持其“買入”評級,目標價下調7.4%至120.37港元。
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