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《大行報告》里昂降平安好醫生(01833.HK)評級至「跑贏大市」 目標價削至40元
阿思達克 11-15 10:26
里昂發表研究報告指出,平安好醫生(01833.HK)於2021年的投資者日更新了全年指引,集團轉向戰略2.0,包括大幅削減會員費用及取消免費諮詢等,將導致收入放緩,帶來巨大的短期痛苦。而下一個重點將是公司實現新中期目標的進展,這將用以評估有關戰略的成功與否。 該行下調平安好醫生的2021及2022財年盈利預測,以反映不利因素,目標價由98元削至40元,評級由「買入」降至「跑贏大市」。
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