《大行報告》麥格理首予平安好醫生(01833.HK)「跑輸大市」評級 目標價15.6元
麥格理發表報告,首次覆蓋研究平安好醫生(01833.HK),予其股份「跑輸大市」評級,目標價15.6元。
該行並不看好平安好醫生的最新戰略,即通過將HMO健康管理、家庭醫生會員制及O2O醫療服務等服務,整合至平安範圍下,以覆蓋更廣泛的醫療生態系統,相信內地對商業保險的需求疲弱,或會阻礙企業採用HMO等健康管理。
另外,麥格理認為平安好醫生在中期缺乏持續增長,因線上醫療諮詢面對持續的監管審查。
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