《大行報告》美銀證券下調平安好醫生(01833.HK)目標價至15元 評級「跑輸大市」
美銀證券發表報告指,作為龍頭線上醫療保健平台,平安好醫生(01833.HK)的用戶基礎受惠於疫情爆發,根據報道,公司於去年12月初在應用程式及多個外部渠道推出免費新冠問診服務,全部渠道的日均問診量高峰超過300萬,累計問診量超過1,500萬。
不過,該行預計,平安好醫生去年下半年的收入增加有限,因其疫情問診是免費,加上供應短缺,問診轉換成藥物銷售或較小。而疫情打亂消費者醫療保健服務的線下履約,也可能影響公司的業務發展。
因此,美銀證券將平安好醫生去年下半年收入預測由36億元降至33億元人民幣,相當於按年下跌7%,下半年經調整虧損預測由7億元修訂至9.5億元人民幣;並料今年錄經調整虧損5億元人民幣。至於股份目標價由15.7元降至15元,評級維持「跑輸大市」。
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