《大行報告》大摩:阿里健康(00241.HK)因投資新業務令中期錄虧損 料下半財年虧損或擴大
摩根士丹利發表報告表示,阿里健康(00241.HK)發盈警預計截至今年9月止六個月(2022財年上半財年)錄得虧損淨額不多於3.2億元人民幣,相對於該行原預期虧損1,200萬人民幣,虧損主要是集團增加資源配置以投入一系列創新業務如「醫鹿」APP、健康險等,公司亦在藥品倉儲物流等藥品供應鏈能力以及醫藥自營業務,技術研發持續投入等。
該行預計阿里健康將於11月下旬公布2022財年上半財年業績,估計期內銷售收入增長約30%,隨著下半財年進行更多推廣活動,料2022財年下半財年收入增長會較高,但料同時會錄相若虧損或虧損擴大。(wl/s)
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