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《大行》華泰證券維持平安好醫生(01833.HK)「買入」評級 升盈利預測
阿思達克 08-21 16:32
華泰證券發表報告,平安好醫生(01833.HK)上半年收入25億元人民幣(下同),按年增長19.5%,好於市場預期24.2億元,主因公司與平安集團的醫險協同持續深化以及公司的企業健康管理業務拓客穩健;非IFRS淨利潤1.6億元,好於市場預期的1.26億元,對應非IFRS淨利率 6.6%,按年改善2.3百分點,主因F端和B端企康業務快速發展以及營運效率的持續提升。 建議持續關注公司與集團的業務協同進展、未來商保領域的業務機會以及AI技術對公司業務的賦能情況。維持「買入」評級。目標價17.2港元。 華泰證券上調平安好醫生2025-2027年收入預測2.5、5/7.6%至55、62至69億元,主因與集團深度業務協同下,公司醫健養服務需求釋放有望好於該行此前預期;上調非IFRS淨利潤預測10%、14.5%及16.4%至 3.3億、4.4億及5.5億元,主因上半年業績略超預期,及公司業務上的AI技術應用或持續助力降本增效。
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