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《大行報告》大和上調阿里健康(00241.HK)目標價至8.3元 評級「跑贏大市」
大和上調阿里健康(00241.HK)目標價,由7元上調至8.3元,維持「跑贏大市」評級。該行認為螞蟻集團監管情況清晰度增加,市場對阿里健康看法亦改善。阿里健康作為阿里巴巴(09988.HK)集團其中一個健康護理生態構建者,將從用戶增加及網上國家醫保支付推廣受惠。 報告又指,阿里健康去年12月及今年1月作為提供新冠相關藥物的指定公司,涉及安徽、北京、上海、湖南、浙江及湖北。公司亦透過阿里巴巴集團資源槓桿,建立線上線下生態。在去年12月1日實施新藥物銷售規定後,網上藥物銷售平台對註冊醫生需求急增,阿里健康自2021年已作投資,截至去年第三季已與18萬註冊醫生有網上健康諮詢服務合約。 該行上調對公司2023財年至2025財年收入預測1%至4%及淨利潤18%至48%,以反映成本效益改善。
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