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《大行報告》匯豐研究下調醫思健康(02138.HK)目標價至11元 評級「買入」
阿思達克 02-28 11:29
匯豐研究發表報告,相信目前醫思健康(02138.HK)股價已經很大程度上反映了最新的社交距離措施和疲軟的消費情緒,並仍然看好集團的長期發展前景,維持「買入」評級。 報告指,醫思健康的收入穩健,但對利潤率轉為更謹慎的態度,預計香港第五波疫情的影響將持續到2023財年,目前預計2022財年和2023財年的銷售凈利率將分別為10%和9.1%(原本11.7%及12.9%),盈利預測較市場預期分別低21%和39%。 該行將對醫思健康2022財年和2023財年的盈利預測分別下調16%和34%,以反映最近的防疫措施、通關延遲以及香港的消費疲軟;但只將2024財年的盈利預測調整5%,目標價相應由14元降至11元。
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