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《大行報告》高盛下調京東健康(06618.HK)目標價至85元 降阿里健康(00241.HK)目標價至6.1元
高盛發表報告,據市場數據,預計第二季至今B2C線上藥店商品成交額按年增長約15%,其中4月快速增長被5月相對疲軟所抵銷,並慢過去年第四季和今年第一季的60%和45%按年增長。按品類劃分,營養品繼續推動整體增長,而藥品和醫療設備銷售落後。 考慮到第二季至今商品成交額持續放緩,高盛將京東健康(06618.HK)目標價由88降至85元,阿里健康(00241.HK)目標價由6.4元降至6.1元,分別保持「買入」和「中性」評級。
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