平安好醫生(1833.HK):獲廣發證券維持“買入”評級,合理價格102.3港元
格隆匯9月2日丨平安好醫生(1833.HK)公佈2021年上半年業績後,廣發證8月29日點評稱,上半年收入38.18億元,同比增39%,同時戰略升級,在渠道、服務和能力方面的費用投入加大。公司上半年醫療服務收入同比增50.6%達10.67億元,繼續高增長,會員收入同比增21%達5億元,公司調整會員產品策略,降低首單會員收費門檻,擴大會員規模,電子處方收入同比增54%。互聯網醫院渠道進一步拓展。截至今年上半年已在10個城市獲得自建互聯網醫院資質,與205家各地線下醫院達成合作共建互聯網醫院平台的協議,共建項目中有100個已完成上線。廣發證券維持平安好醫生“買入”評級,認為其合理價值為102.3港元/股,相較於8月27日的收盤價53.3港元有92%的潛在升幅。
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