《大行報告》大摩首予智雲健康(09955.HK)「與大市同步」評級 目標價23元
摩根士丹利發表研究報告指出,智雲健康(09955.HK)作爲中國領先數碼慢病管理平臺,隨着內地慢性病管理市場日益增長的數碼化趨勢,公司處於有利地位。公司提供涵蓋住院、藥房和個人慢性病管理的一站式解決方案,具多樣化的變現途徑。該行料其2021至2024財年的收入複合增長率達50%,至2024年達59億元人民幣,而2024年將實現收支平衡。
該行認爲,智雲健康目前估值合理,而公司近期增長穩定,首予其「與大市同步」評級,目標價23元。
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