《大行》大摩降華潤醫療(01515.HK)目標價至3元 維持「減持」評級
摩根士丹利發表研究報告指,預期華潤醫療(01515.HK)上半年淨利潤將錄得輕微增長。由於按疾病診斷相關分組(DRG)和按病種分值(DIP)兩種醫保支付方式的壓力持續,預期基本業務利潤將出現高雙位數的按年下降。同時,該行將訴訟和解的一次性收益2.09億元人民幣計算在內。
大摩上調華潤醫療今年每股盈測5%,但對2026及27年每股盈測分別下調8%和4%,目標價由3.3元降至3元,維持「減持」評級。
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