《大行》大摩大升平安好醫生(01833.HK)目標價至16.3元 與平保協同效應不斷擴大
大摩發表報告,對平安好醫生(01833.HK)與平安(02318.HK)在「金融」和「商務」渠道的協同效應不斷擴大和深化感到鼓舞,這將帶來更快的收入增長。 人工智能整合進一步支持利潤率擴張,並趨向平安好醫生約10%的中期目標。
大摩將平安好醫生目標價由7.5元升至16.3元,上調2025/2026/2027經調整每股盈利預測13%、12%及11%。該行估值模型顯示,到2030年,公司的經調整淨利潤率將達到9.8%。評級「與大市同步」。
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