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《大行報告》里昂首予阿里健康(00241.HK)「買入」評級 目標價6.8元
里昂發表報告指,阿里健康(00241.HK)年度活躍用戶數目達3億名、商品交易總額(GMV)達1,400億元人民幣,認為阿里健康擁有內地線上醫療平台榜首的地位,以及其有效商業模型等,應有助進一步推動其市場份額增長。 該行相信,市場尚未完全消化有關內地監管、醫保報銷、生成人工智能以及阿里巴巴(09988.HK)重組等利好因素。該行預料,阿里健康未來三年收入複合增長率為22%,以及長期淨利潤率超過10%。該行首次給予阿里健康目標價為6.8元,以及其評級為「買入」。(ca/w) ~
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