《大行報告》麥格理首予海吉亞醫療(06078.HK)「跑贏大市」評級 目標價60元
麥格理發表報告,首次覆蓋研究海吉亞醫療(06078.HK),予其股份「跑贏大市」評級,目標價60元。該行表示,海吉亞為中國最大的癌症醫院集團之一,相信醫院服務的政策風險較低。
該行表示,雖然藥品及器材在未來三年料會繼續面臨降價及估值調整,但私營醫院對退稅的依賴較少,在定價和資本支出方面更加靈活,且可透過為癌症患者提供產品和服務減輕政策影響。
麥格理估計,海吉亞在2023年的病床數目有可能增長三倍,推動其2020年至2023年的盈利年均複合增長率達37%。
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