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港股異動 | 互聯網醫療股普跌 阿里健康跌近5%
格隆匯11月26日丨互聯網醫療股普跌,阿里健康跌4.88%,平安好醫生跌3%,眾安在線跌2%,京東健康跌1%。阿里健康11月24日發佈中期業績,截至2021年9月30日止六個月,公司錄得收入約人民幣93.58億元,同比增長30.7%;集團虧損額約為人民幣2.32億元,去年同期為盈利額約人民幣2.79億元。大和發研報稱,維持阿里健康“買入”評級,認為用户流量增長放緩無可避免,基於2023財年預測市銷率(PSR)6倍,短期監管限制公司成為一站式健康平台潛力,削減其目標價,由27港元降至15港元,同時下調2022-23財年收入目標14%-24%,並下調盈測。美銀證券發研報指,阿里健康上半財年收入符預期,非標準會計準則虧損遜預期,主因毛利率較低。該行調降2021至24年年收入複合增長率預測,由39%降至32%,以反映平台業務較弱,目標價由19港元降至15.5港元,但指藥物在線滲透趨勢持續利好,重申“買入”評級。

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