郭思治: 華誼騰訊娛樂(00419.HK)料中期收入大增 轉型互聯網醫療
香港股票分析師協會副主席郭思治稱,大市昨(17日)在淡靜中稍作後抽,恆指早市先高開165點至19,995點,其後曾略作反覆而一度回落30點至19,830點,惟幸未有追沽壓力,加上維穩買盤漸增,故整個大市卒在緩步中回升至20,069點方漸受規限,但由於買盤不繼,故大市又再重陷反覆之中,由於恆指大部份時間均在19,900點左近拉鋸,即技術上已跌穿各組常用的平均移動線,單從走勢上看,整個反覆欲試底之形態確頗明顯,而所指的底,首個該為8月10日之低位19,469點,但此據點一旦有失,則另一個技術支持將退守至5月10日之低位19,178點,恆指昨最後報收19,922點,較上日升91點,全日總成交金額為841億元。
8月過了逾半,下周將踏入業績高峰期,近期大市沒有明確方向,疫情仍帶隱憂,港股亦然,投資者除了要看公司成績表,更應以公司未來發展為首要考慮因素。華誼騰訊娛樂(00419.HK)昨日公布業務最新進展,表示繼續積極轉型,佈局發展中國境內的互聯網醫藥和醫療健康服務領域,預料收入將達6.73億港元,較去年同期收入約1.83億港元增長約2.7倍。
坦白講,華誼騰訊娛樂在公告最後指出預計中期將錄得虧損約1.4億港元,比去年同期上升,但公告亦指出虧損是由於集團調整業務發展戰略,開啟互聯網醫療健康業務的前期需投入大量資金於收購以及開發上所致,這是大部分公司在轉型開始時都會遇到的問題,挨過去便會開始豐收。
有人漏夜趕科場,有人辭官歸故里,這邊廂檸萌、博納等影視公司紛紛赴港IPO加入戰團,那邊廂,打正騰訊旗號的華誼騰訊娛樂便是轉型對準新跑道的好例子。華誼騰訊娛樂去年分別「收購+自行開發」兩個互聯網醫療健康業務平台,包括線上藥物處方、流轉及營銷平台「醫智諾」,由收購至今,一年間,醫智諾業務擴展迅速,2022年上半年已經完成銷售收入相當於港幣2.29億元,佔集團中期收入約34%;而「(蒙)哥健康」是集團與內地行業精英共同成立及開發,聚焦智慧健康服務領域的平台,業務包括與100多家藥品、保健品生產企業和分銷企業建立合作以建立健康消費、疫苗線上預約及體檢數智化等醫療服務及健康管理的整套健康服務體系,上半年已實現銷售收入相當於港幣3.46億元,佔集團中期收入逾五成。
國家早已出台一系列利好互聯網醫療的政策,加上集團掌握的高技術及內地網絡,可以講轉型互聯網醫療業務是有賺無蝕,相反,疫情持續反覆,雖然內地電影業有回暖兆頭,奈何上半年香港及全國電影院大面積停業,對票房收入帶來的衝擊亦將在中期反映出來,復甦之路可謂遙遙無期。
華誼騰訊娛樂股價橫行了一段時間,早前突破0.2元,見近期有力向上,隨著互聯網醫療業務錄得收入,短期望0.3元,長遠料明年全年業績時有望回到21年公布轉型時高位,對騰訊+互聯網醫療有興趣者可趁價低買入。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.