《大行報告》中金升阿裏健康(00241.HK)目標價至6.7元 指中期業績實現扭虧爲盈
中金髮表評級報告指,阿裏健康(00241.HK)在2023財年上半年收入115.01億元人民幣,按年增22.9%;歸母淨利潤1.61億元人民幣,實現扭虧轉盈;經調整淨利潤3.5億元人民幣,實現扭虧爲盈,符合預期;伴隨公司持續加大對於費用端的精細化管理以及對新業務投入的控制, 中金預計全年或有望維持良好的盈利情況。
中金錶示,公司服務端業務的持續豐富及強化,有望在帶動服務板塊收入高速增長的同時,持續促進產品端的流量轉化;去年初以來,網售處方藥、互聯網診療等關鍵性政策陸續落地,故預計監管態度及框架呈現邊際清晰趨勢。
中金錶示,考慮到公司持續優化費用投放,維持在2023至24財年收入預測不變,同時亦將明年及2024年的淨利潤預測分別上調至2.27億元人民幣及3.28億元人民幣,並將其目標價上調42.6%至6.7元,維持其評級爲「跑贏行業」。(ca/u)
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