《大行報告》美銀證券上調海吉亞醫療(06078.HK)目標價至73.3元 評級「買入」
海吉亞醫療(06078.HK)斥資16.6億人民幣全購長安醫院。美銀證券發表報告指,海吉亞醫療(06078.HK)今年已完成兩宗併購交易,反映強勁的擴張能力。通過今次收購長安醫院,海吉亞醫療進一步擴大在西北地區的醫院網絡,長安醫院亦有足夠的空間再擴張,成為海吉亞醫療的區域總部。
美銀證券預計,收購將於9月或10月完成。因此將今年至後年各年收入預測分別上調2%、16%及15%。此外,由於併購醫院的利潤率較低,略微下調毛利率預測。同時上調今明兩年財務成本預測,因估計併購會導致債務增加。目標價由72.1元上調至73.3元,重申「買入」評級,因發展步入正軌和強勁的併購能力。
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