《大行報告》美銀證券下調京東健康(06618.HK)目標價至80元 評級「買入」
美銀證券發表研究報告指出,維持對京東健康(06618.HK)的預測,料其2021財年下半年及2022年的收入分別按年增長45%及39%,非通用會計準則淨利率分別為2.3%及2.5%,很大程度上符合該行對京東健康母企京東(09618.HK)的預測。
該行重申於線上醫療板塊中首選京東健康,因為預期京東健康相對同業的增長最快,且盈利能力最好,估計公司2022年收入增長39%,料阿里健康(00241.HK)及平安好醫生(01833.HK)分別增長30%及8%。
此外,美銀證券預期如行業環境惡化,相信京東健康將更具防禦性。重申對其「買入」評級,目標價由135元下調至80元,並為線上醫療行業首選。
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