《大行報告》匯豐研究下調平安好醫生(01833.HK)目標價至19元 評級「持有」
匯豐研究發表研究報告指出,平安好醫生(01833.HK)去年業績符合預期,惟該行料新產品組合將影響收入增長,尤其是今年上半年,因此繼續預期公司每用戶平均收入(ARPU)會降低。
該行指出,內地監管方面,對互聯網醫院及執業醫生的詳細要求或將出台,但認為平安好醫生已作好準備,公司管理層並不擔心最近有關營利性醫療機構上市融資可能受限的消息,並相信政府支持內地分級診療體系。
匯豐研究將平安好醫生2022至2023財年收入下調5%及7%,並下調其純利預測2%及15%,目標價由29.5元降至19元,維持「持有」評級。
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