富瑞:上調環球醫療(2666.HK)目標價至8.3港元 評級“買入”
富瑞發表研究報吿指,環球醫療(2666.HK)今年首季營運數據健康及顯得穩固,首季收入按年升23%至23億元(人民幣,下同),盈利按年升33%至4.82億元,將目標價由6.8港元上調至8.3港元,重申“買入”評級,因應其雙重業務模式,維持環球醫療為中國保健服務板塊的首選股份。
該行表示,公司將受益於中國為趕上世界標準而建設更多新醫院併為醫院作升級,意味着將對醫療設備及醫院基建的開支將會增加,其醫院網絡化政策雖然正處於早期階段,但亦是保健行業電子化的趨勢之一。
該行預期,公司2021年至2022年的收入預測分別為107億元及128億元,盈利預測分別為20.7億及23.4億元,每股盈利預測分別為1.09元及1.24元。

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