《大行報告》麥格理上調平安好醫生(01833.HK)目標價至16.1元 評級「跑輸大市」
麥格理發表報告,平安好醫生(01833.HK)上半年業績表現和對未來指引基本符預期,在目前重組如期進行下,預計下半年收入增長11%。
報告指,由於業務組合的改善,毛利率有所提高,但仍處於虧損狀態。管理型醫療業務模式推出的時間相對較短,企業客戶增長和留客情況仍需時觀察。麥格理對該股今明財年經調整淨虧損預測分別降低2%和1%,以反映成本結構改善;以預測明年企業價值對銷售比1.5倍為估值基礎,將目標價由15.6元升至16.1元,由於能見度有限,重申「跑輸大市」評級。
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