《大行報告》匯豐研究下調平安好醫生(01833.HK)目標價至20元 評級「持有」
匯豐研究發表報告,將平安好醫生(01833.HK)今明兩年利潤率預測提高約2個百分點,以反映營運費用下降假設,並料大致維持毛利率改善趨勢。同時繼續預計公司將在2026年實現收支平衡。目標價由22元降至20元,維持「持有」評級。該行認為,在戰略調整一年後,平安好醫生繼續努力推動業績表現,是投資者對其調整後的商業模式重建信心的關鍵。
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