美銀證券:維持京東健康(6618.HK)買入評級 目標價166港元
美銀證券發表研究報吿指,京東健康(6618.HK)料可成為京東集團生態系統戰略升級的主要受惠者及主要貢獻者,原因是公司用户參與度持續上升,並建立了完善的供應鏈,通過科技,為用户、醫生、藥房和製藥公司提供線上和線下循環服務,故維持買入評級,目標價為166港元。
美銀表示,京東健康用户滲透率持續增長,今年首季超過19%,同時公司線上對線下業務已在逾300個城市對接超過3萬家藥店,而企業對企業的“藥京採”平台亦已對接20萬終端用户;此外,醫療服務的用户在京東和京東整體上的購買頻率和訂單量更高,令公司與京東有良好的協同效應;公司亦與線下醫院共建立逾10家互聯網醫院,以協助醫生臨牀診斷。
該行又指,京東健康戰略投資領域包括通過提高品牌知名度和使用智能定位等來提升用户體驗、進一步加強B2B平台、線下藥店網絡和醫院市場的供應鏈能力、拓展網絡醫療服務及開發智能醫療解決方案,長遠目標是成為最大的分診、家庭醫生服務和醫療保健管理平台。

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.