《大行报告》麦格理首予海吉亚医疗(06078.HK)「跑赢大市」评级 目标价60元
麦格理发表报告,首次覆盖研究海吉亚医疗(06078.HK),予其股份「跑赢大市」评级,目标价60元。该行表示,海吉亚为中国最大的癌症医院集团之一,相信医院服务的政策风险较低。
该行表示,虽然药品及器材在未来三年料会继续面临降价及估值调整,但私营医院对退税的依赖较少,在定价和资本支出方面更加灵活,且可透过为癌症患者提供产品和服务减轻政策影响。
麦格理估计,海吉亚在2023年的病床数目有可能增长三倍,推动其2020年至2023年的盈利年均复合增长率达37%。
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