《大行報告》瑞信下調平安好醫生(01833.HK)目標價至17.4元 評級「跑輸大市」
瑞信發表報告指,平安好醫生(01833.HK)今年上半年收入遜預期,但因成本控制使虧損收窄,令虧損較預期小。由於繼續將其客戶獲取策略由個人消費者轉至企業客戶,集團上半年醫療服務板塊銷售按年下跌14.5%。
瑞信下調平安好醫生股份目標價,由18元降至17.4元,評級維持「跑輸大市」,並削減集團今年至2024年虧損預測4%、7%及10%,反映經營開支因策略改變而下降。
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