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里昂:戰略升級有望推動長期回報 重申平安好醫生(1833.HK)“買入”評級及目標價98港元
格隆匯 08-27 15:47
格隆匯8月27日丨里昂發研報指,平安好醫生(1833.HK)2021財年上半年的業績符合市場預期,總營收同比增長39%至38.18億元(人民幣,下同),主要受醫療服務和消費醫療板塊增長的推動。 據悉,到2022年上半年,平安好醫生將繼續通過金融機構端、企業服務端和互聯網醫院端等多種渠道聚焦醫療服務升級和戰略收購。里昂認為,在戰略升級方面的投資有望推動長期回報。建立互聯網醫院可能需要一段時間才能實現盈利回報,因此應該更多地關注前兩者。公司已與205家醫院簽訂共建協議,共同發展互聯網醫院。此外,該行亦關注醫療保健服務的持續升級,包括線下醫療服務覆蓋範圍和醫療團隊的擴展。 里昂維持平安好醫生2021/22年度營收和盈利預測,重申“買入”評級,目標價98港元,較8月24日的收盤價61.75港元有59%的潛在升幅。
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