《大行報告》瑞信降平安好醫生(01833.HK)評級至「中性」 目標價削至26.5元
瑞信發表研究報告預期,平安好醫生(01833.HK)即將於年度收益會議中披露2022財年更清晰的收入指引,市場亦期待公司就新業務戰略披露更具體的收入指引,該行預期其2022財年收入增長10%。
該行指出,平安好醫生獲家庭醫生授權的保險+健康管理(HMO)模式需要時間來驗證,雖然具吸引力,但要內地適應仍有待測試。此外,使用AI對患者進行分類和臨牀決策支持系統(CDSS)的應用不應受到內地先前發佈的線上醫療諮詢政策文件所影響,但估計要求在線患者提供先前醫療記錄方面或會造成一些困難。
瑞信將平安好醫生的評級,由「跑贏大市」下調至「中性」,目標價由50元削至26.5元,預期其2021至2023財年的淨虧損分別擴大6%、44%及184%。
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