You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》高盛降阿里健康(00241.HK)評級至「中性」 升京東健康(06618.HK)至「買入」 調整線上醫療股目標價
高盛發表研究報告指,宏觀不確定性對整體經濟及企業支出產生負面影響,網上零售銷售放緩,亦影響到線上藥物銷售及平台對醫療科技的投入。 不過高盛亦指出,藥品銷售線上滲透率仍然很低,處方外流模式尚未見成效,預期去年下半年及今年上半年企業收入增長勢頭會減弱,但由於宏觀環境穩定、相關政策支持及基數效應下,認為2022年底至2023年市場情況將持續改善。 高盛預計,京東健康(06618.HK)及阿里健康(00241.HK)未來五年收入年複合增長率將進一步擴大至約10%,認為盈利能力穩定,其中京東健康可保持高於同業的增速,將京東健康的評級由「中性」上調至「買入」,目標價維持94元不變,並取代阿里健康進入四大名單。高盛指,考慮增長或放緩,將阿里健康的評級由「買入」下調至「中性」,目標價由15.7元下調至8元。 另外,該行對醫渡科技(02158.HK)維持「買入」評級,目標價由50元降至48元;對醫脈通(02192.HK)及平安好醫生(01833.HK)維持「中性」評級,目標價分別由35元及42元,降至24元及34元,以反映宏觀市況及B2B業務投資。 展望未來,高盛認為當局將數字工具視為更廣泛醫療改革關鍵推動因素,預計進一步監管將涉及線上藥品銷售等領域的數字化,有助推動醫療科技商業模式發展。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account