《大行報告》匯豐研究下調京東健康(06618.HK)目標價至149元 評級「買入」
匯豐環球研究發表報告,繼續預期京東健康(06618.HK)有穩固的收入增長,而集團亦有信心未來三至五年的收入年均複合增長率達40%,主要是受到處方藥銷售推動。
不過,由於京東健康繼續投資於供應鏈能力、營運系統、網上醫院服務及數碼基建上,該行認為會對集團的盈利帶來更重負擔。此外,因去年基數高,該行預期集團今年上半年的收入增長,將由去年的79%放慢至50%,全年增長則估計為46%。
匯豐研究下調京東健康股份目標價,由154元降至149元,評級維持「買入」,並調低集團今年至2023年盈利預測分別37%、27%及33%。
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