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《大行報告》匯豐研究上調京東健康(06618.HK)目標價至96元 評級「買入」
阿思達克 08-29 12:15
匯豐研究發表報告,指京東健康(06618.HK)2022年上半年收入及純利均好過預期,該公司繼續目標毛利率8%-10%,將2022-2024年盈利預測上調7%-27%,將目標價由94元上調至96元,維持評級「買入」。 京東健康仍為匯豐研究內地遠程醫療首選股,因為其具防禦性收入增長,及多元化的收入來源和強大的供應鏈能力,以及穩健的營運往績。但由於上年同期基數高,新監管政策對線上藥品銷售帶來的潛在影響,及消費者情緒疲弱,這可能會損害非藥物類別中高價商品的銷售,該行估計京東健康2022年下半年收入按年增長放緩至39%。
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