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《大行報告》高盛首予阿里健康(00241.HK)「買入」評級 目標價17元
阿思達克 09-17 10:53
高盛發表研究報告,料阿里健康(00241.HK)未來三年收入增長相對快速,主要由醫健數碼化趨勢下線上藥房,以及母企阿里(09988.HK)帶來的流量槓桿所帶動。 該行留意到阿里健康未來潛在受到即將實行的線上藥物銷售規例所影響,以及在擴大資本開支調撥下盈利能力仍存不確定性,但中長期而言,料阿里健康在規模優勢及更高監管門檻下市佔將擴大,首予「買入」評級,指風險回報較同業相對吸引,目標價17元。 該行料阿里健康2022至2024財年各年收入分別238.97億、354.03億及508.06億元人民幣(下同),每股盈利分別4分、5分及8分。
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