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《大行報告》美銀證券降海吉亞醫療(06078.HK)目標價至50.4元 今年經調整淨利潤指引下調
阿思達克 12-13 10:05
美銀證券發表研究報告指,海吉亞醫療(06078.HK)管理層近日在電話會議上透露,根據年內經營情況,收入指引為按年增長近30%,經調整淨利潤增幅料介乎17%至20%,低於此前25%的增長指引,主要是由於上年度來自Covid相關項目毛利率較高,導致去年同期整體基數較高;今年新增項目及新增醫院合作進度較預期慢;以及今年錄得一次性併購開銷等因素。 基於增長指引的調整及最新經營數據,美銀相應將海吉亞2023至2025年收入預測下調0.2%、4%及4%,毛利預測下調3%、10%及11%,同時上調經營開支及財務成本預期,令2023至2025年每股盈利預測要下調8%、20%及20%。 該行並將目標價降至50.4元,但仍重申「買入」評級,認為該公司所在的腫瘤學領域前景穩健,而且併購可帶來發展機會,看好其業務拓展計劃步入正軌。
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