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《大行報告》匯豐研究下調醫思健康(02138.HK)目標價至15.5元 評級「買入」
阿思達克 10-15 13:56
匯豐發表研究報告指出,醫思健康(02138.HK)2022財年上半年的合同銷售額按年增長不少於60%,反映雖然中國對醫美行業的監管趨嚴,但無損公司的業務。另鑑於本港消費情緒有所復甦、公司於中國內地業務業務穩健,加上併購貢獻,該行估計其2022財年上半年將錄得收入14.15億元,按年增長78%,純利漲259%至1.58億元。 該行將醫思健康的目標價,由17元下調至15.5元,削其2022至2023財年的盈利預測3至9%,主要由於預期醫生費用提高所致。此外,該行估計公司利潤於2021財年見底,隨著疫情大流行形勢緩和,以及邊境將重新開放,公司正進入復甦模式,維持「買入」評級。
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