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《大行報告》瑞信上調阿里健康(00241.HK)目標價至8元 評級「跑贏大市」
阿思達克 11-30 10:37
瑞信發表研究報告,指阿里健康(00241.HK)股價本月累計升約80%,相信是由於市場對互聯網板塊整體投資情緒有所改善,以及投資者預期內地疫情再爆發將提振線上醫療保健需求。 該行指,阿里健康中期活躍用戶量增長,處方藥銷售亦提升,推動直銷業務發展,雖然直銷非處方藥物產品銷售表現較預期差,但同時直銷醫療器械銷售增長則高於藥品銷售的增幅。 對於網絡藥品銷售監管,瑞信預期當局將提供一個寬限期,相信省級機構執法的影響有限,考慮中長期增長前景後,維持「跑贏大市」評級,並將目標價從6元上調至8元。
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