港股異動丨阿里健康(0241.HK)逆勢跌逾4% 績後遭多家大行唱空
格隆匯5月28日丨阿里健康(0241.HK)逆勢跌逾4%,報19.4港元,股價創逾半年新低,總市值2617億港元。匯豐證券發佈研究報吿稱,阿里健康公佈的全年度業績較預期偏弱,主要受累於毛利率,該行決定下調其2022年及2023年的純利預測分別70%及48%。該行表示,公司全年收入增加62%,較預期差7%,而純利更比預測低22%,主要因為產品組合傾向處方藥,令毛利率下滑,僅維持約23.3%。維持阿里健康“買入”評級,目標價下調13.4%至29港元。大和亦發表報吿,下調阿里健康2022至2023財年盈利預測13%至27%,以反映其毛利率受壓及資本開支增加等因素,同時將其目標市銷率由15倍降至11倍,目標價由32.8港元降下調至27港元,維持買入評級。

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