瑞信:首次覆蓋平安好醫生(1833.HK)給予“跑贏大市”評級,目標價115港元
格隆匯5月14日丨瑞信5月13日發佈研報,首次覆蓋平安好醫生(1833.HK),給予“跑贏大市”評級,目標價115港元。
瑞信稱,平安好醫生(1833.HK)是中國最大的互聯網醫療服務平台,註冊用户超過3.73億,月均活躍用户數達7.26億,日均諮詢量為90.3萬。
平安好醫生旨在通過改善醫療資源的分配來解決中國衞生系統問題,包括在線轉移一些少數人常見疾病的診斷和治療,以及通過準確的病人路徑,初步在線諮詢和診斷建議來授權醫院和醫生。
平安好醫生基於人工智能的醫療系統可以提供輔助診斷和用藥建議,準確率大於90%,涵蓋超過3000種常見疾病。
平安好醫生通過不同渠道保持市場份額。在保險方面,預計平安好醫生將通過360健康和安診無憂等會員產品,繼續開發平安保險的高品質數據庫,並與保險團隊共同開發更多產品以推廣“保險+醫療服務”模式。在公司端,平安好醫生已經與1100多家公司建立了聯繫,並繼續通過2B2C2F模式滲透更多的用户。
預計公司2021-2023年收入將分別達到90億人民幣、119億人民幣和153億人民幣,同比分別增長32%、31%和29%。給予2021E 12.8倍市盈率,首次覆蓋給予跑贏大市評級,目標價115港元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.