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《大行報告》大和大幅下調平安好醫生(01833.HK)目標價至60元 評級「買入」
大和發表報告指,平安好醫生(01833.HK)新策略將會減少非核心業務,短期來說會導致收入減少,但長遠來說將會加速收支平衡,公司使用的人工智能(AI)診斷將會面臨更多監管措施,預計公司需要詳細披露AI和醫生的工作範圍、增加醫生身分和意圖透明度。大和將平安好醫生目標價由117元下調至60元,維持「買入」 評級。 大和指,由於健康商城和非會員醫療服務並非平安好醫生發展策略重點,將其今年收入按年增長預測由33%下調至10%,另外中等的開支水平應有助今年下半年虧損收窄,並估計在2023至2024年間取得收支平衡,較之前的指引早一年,主要由於大部分策略投資已經完成,醫生規模增長正減慢,擴展客源的渠道已經由成本較高的企業,轉為金融,而母公司可以在人壽保險和銀行客人上提供支持。
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