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《大行報告》麥格理上調海吉亞醫療(06078.HK)目標價至94.76元 評級「跑贏大市」
阿思達克 05-31 10:23
麥格理發表報告指,海吉亞醫療(06078.HK)透過收購賀州廣濟醫院進軍南中國市場,由於為當地唯一一間擁有放射線療法器材的醫院,為當地較為常用的癌症治療方法。報告指,公司管理層有信心將該醫院的毛利率自16%上調至30%,撇除壞帳後的淨毛利率亦有信心自9%上調至19%。該行料相關醫院今年盈利可按年增長90%,其後於2022年及2023年分別增長44%及36%。

該行並指,料相關醫院於今明兩年佔海吉亞醫療盈利分別6%及14%,對目標價貢獻為15%。加上其聊城醫院將於今年稍後時間開業,該行上調2021/22/23年每股盈測7%、20%及3%,目標價自76.21元上調至94.76元,重申評級「跑贏大市」。

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