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《大行报告》麦格理上调海吉亚医疗(06078.HK)目标价至66.72元 评级「跑赢大市」
阿思达克 04-01 10:43
麦格理发表研报指,海吉亚医疗(06078.HK)已建立一套强大的收购、建造及运营医院独立系统,能够在3至9个月达到收支平衡,在3至4年内入住率可达到100%。虽然预期未来3年将要开业6家新医院,但扩展网络将支持公司在未来3年内轻易实现30%复合年增长率。

该行指,管理层回归料将进一步增强投资者信心,公司着重於提高服务水平,提供从早期筛查到康复的整体肿瘤学相关服务,料有助提高品牌知名度及吸引更多病人到访,预期每位患者平均支出继续增加,增长14%至1.3万元人民币,同时有助公司分散较沉重的政策风险。

麦格理指出,扩张仍是海吉亚医疗的主要增长动力,管理层透露未来将新增2至3家新医院,预测将在未来8年每年收购或建造3家医院,短期内预计今年及明年每年将落实13项放射治疗合同,将今明两年每股盈利预测上调10%及16%,目标价升11%至66.72元,予「跑赢大市」评级。

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