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《大行報告》匯豐研究下調京東健康(06618.HK)目標價至65元 評級「買入」
阿思達克 08-18 09:36
匯豐研究發表報告指,京東健康(06618.HK)第二季度業績差過市場預期,令該行對下半年收入增長的信心減弱,現時估計新冠疫情相關產品需求,可能下跌60%至70%,原先預期公司下半年整體收入按年增長17%,現時估計只是持平。 該行將公司2023年、2024年及2025年的收入預測,分別下調9%、12%及10%。在增長回復正常前,短期股價可能受壓,但認為長期前景仍然積極,目標價由70元下調至65元,維持「買入」評級, 報告指,公司第二季利潤率好過預期,主要由於服務類別收入佔比增加,以及利息收益上升,看好公司提升利潤率的潛力,相信近期內地醫藥反貪腐措施,以及網上銷售藥物訊息監管,對業務影響溫和。
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