《大行報告》大和首予醫渡科技(02158.HK)「買入」評級 目標價60元
大和發表研究報告,首予內地大數據醫健解決方案供應商醫渡科技(02158.HK)「買入」評級,目標價60元。報告稱,公司是建立數據智慧基建的先行者。大和稱,相較部分同業主要爲醫院建立資訊科技系統,醫渡科技專注於建立大數據基建,方便醫院整合不同資訊科技系統,有效轉換異質數據至可運算、結構及標準化數據。該行認爲,其核心數據智慧基建YiduCore爲醫渡科技捕捉增長機遇帶來穩固基礎。
報告稱,醫渡科技在變現上正處快速軌道。其強勁線下分銷能力及嚴謹數據管理是核心資產,在收緊監管下提升了客戶的粘性。受惠品牌知名度增加及更多解決方案釋放變現,該行料公司在2021至2023年間收入年均複合增長達55%。
該行料醫渡科技2021至2023年分別虧損2.81億、3.42億及4.42億元人民幣;期內每股核心虧損分別54.9分、37分及47.8分人民幣。
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