《大行報告》美銀證券上調海吉亞醫療(06078.HK)目標價至55.1元 評級「買入」
美銀證券發表評級報告指,海吉亞醫療(06078.HK)在疫情下,上半年業績仍穩固,收入15億元人民幣,按年增63.8%,毛利4.978億元人民幣,意味著按年增58%,毛利率則按年降至32.6%,毛利率下降主要是由於股權激勵(SBC)費用增加和新冠疫情帶來的額外成本。
該行表示,由於上半年業績表現強勁及擴張計劃有高可見度,將公司今年、明年及2024年銷售預測分別上調0.4%、1%及1.6%,並以現金流折現率計,將其目標價由50.3元上調至55.1元,重申其評級為「買入」。
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