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《大行报告》花旗上调华润医疗(01515.HK)目标价至6.9元 评级「中性」
阿思达克 05-04 09:47
花旗发表研究报告指,华润医疗(01515.HK)去年度收入在医院并购下,按年增长30%,但受疫情影响日常经营,令纯利按年下跌21%。

由於需要整合新收购的医院,华润医疗去年度毛利率按年下跌12.9个百分点,经营溢利率下跌13.1个百分点,净利润率更跌7.2个百分点至11.3%。

该行表示,考虑到去年度经营溢利率逊预期,将2021至2023年每股盈利预测下调17%至20%,维持「中性」评级,预期今年业务将持续复苏,憧憬新收购的医院整合後收入可提升,将目标价由5.6元上调至6.9元。

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