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《大行報告》大和下調平安好醫生(01833.HK)目標價至21元 評級「買入」
阿思達克 11-08 14:45
大和發表研究報告,引述平安好醫生(01833.HK)管理層指收購平安智慧醫療旨在增強集團的協同效應,公司將繼續關注併購機會,特別是企業醫保服務領域。管理層重申對其2022財年收入指引約63億元人民幣,毛利率料達27.5%,淨虧損預測收窄至低於10.5億元人民幣。管理層表示透過與商業保險合作,其戰略重點仍是醫療服務及健康保險。 該行對平安好醫生2022財年淨虧損預測,由原預期的8.98億元人民幣,收窄至8.64億元人民幣;經調整淨虧損預測,由原預期的9.39億元人民幣,調整至9.05億元人民幣,主要由於毛利率及費用效率或勝預期。在消費趨勢整體偏弱下,對平安好醫生2022至2024財年的收入預測下調1%至3%,目標價由26元降至21元,重申「買入」評級。
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