平安好医生(1833.HK):获广发证券维持“买入”评级,合理价格102.3港元
格隆汇9月2日丨平安好医生(1833.HK)公布2021年上半年业绩后,广发证8月29日点评称,上半年收入38.18亿元,同比增39%,同时战略升级,在渠道、服务和能力方面的费用投入加大。公司上半年医疗服务收入同比增50.6%达10.67亿元,继续高增长,会员收入同比增21%达5亿元,公司调整会员产品策略,降低首单会员收费门槛,扩大会员规模,电子处方收入同比增54%。互联网医院渠道进一步拓展。截至今年上半年已在10个城市获得自建互联网医院资质,与205家各地线下医院达成合作共建互联网医院平台的协议,共建项目中有100个已完成上线。广发证券维持平安好医生“买入”评级,认为其合理价值为102.3港元/股,相较于8月27日的收盘价53.3港元有92%的潜在升幅。
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