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高盛維持平安好醫生(1833.HK)“買入”評級,12個月目標價116.54港元
格隆匯 06-28 09:11
格隆匯6月28日丨高盛發佈研報,維持平安好醫生(1833.HK)“買入”評級,12個月目標價116.54港元。 平安好醫生重申了對在線處方藥銷售政策改革的積極觀點,作為行業領導者,公司能夠直接受益於一個更成熟的監管框架。 與其他互聯網醫療公司相比,公司作為平安集團醫療健康生態圈的重要旗艦,擁有獨特的獲客渠道。此外,市場對於醫保相關業務有更加理性認知,並在公司拓展能力上給予肯定。公司在最新財報中重申了將增加互聯網醫院數量,計劃通過提供更多的健康管理服務以聚焦客户留存率以及單用户價值。 高盛認為,平安好醫生的互聯網醫院雖然仍在早期階段,但通過公司的人工智能輔助線上服務和線下設施協同,具有巨大潛力以滿足客户更多醫療保健需求。 隨着2020年年中以來的戰略升級,短期內平安好醫生還會加大戰略投資,但從長遠來看,隨着在線醫療服務收入的提高,公司有信心實現更高回報。根據高盛的最新估計,平安好醫生仍有望在2024-2025財年實現盈虧平衡。
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