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《大行報告》大摩上調平安好醫生(01833.HK)目標價20.5元 評級「減持」
阿思達克 05-18 10:04
摩根士丹利發表評級報告指,將平安好醫生(01833.HK)今年、明年及2025年收入預測下調2%至3%,主要是因為在其更專注業務策略旗下,B2B健康商城業務貢獻減少,而核心及利潤率較高的醫療和健康服務收入將實現穩定增長,主要受益於付費用戶擴張及每用戶平均收入改善。該行預計,產品組合轉變利好、成本控制審慎、以及經營槓桿將推動營運利潤率穩步擴張;該行將其目標價由20元上調至20.5元,維持其評級為「減持」。
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