You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
一文綜合券商於平安好醫生(01833.HK)公布業績後最新觀點及目標價
阿思達克 08-21 11:04
平安好醫生(01833.HK)今早股價捱沽,盤中曾低見103.5元一度挫10.8%,麥格理指公司中期收入增速遜預期,但其在線醫療收入增長表現仍強勁。該公司昨收市後公布截至今年中期營業額27.47億元人民幣按年升20.9%,虧損收窄至2.14億人民幣,上年同期蝕2.73億人民幣;每股虧損0.21人民幣。按非通用會計準則計算的經調整虧損為2.08億人民幣,按年收窄6.8%,不派息。

平安好醫生上半年在線醫療收入錄6.95億人民幣,按年急增106.8%,毛利為8.216億人民幣按年增長67.1%。毛利率29.9%,同比提升8.3個百分點。

【阿里績前靠 友邦績後弱】

麥格理發表報告表示,平安好醫生上半年收入按年升21%,較該行原預期低7%,增速亦較2019年下半年低5個百分點,但無論如可,公司旗下在線醫療收入升107%及毛利率較高,顯示集團持續重視業務質素,今早將參與公司分析員會議,關注其最新收支平衡指引、新營運策略及會員增長前景等。

大和發表研究報告顯示,平安好醫生中期虧損收窄,收入升兩成,其中在線醫療收入按年升1.07倍表現強勁,觀察集團未來業務拓展情況,維持對其「跑贏大市」投資評級,維持目標價140元。

----------------------

本網綜合4間券商予其最新評級及目標價:

券商│投資評級│目標價(港元)

摩根大通|增持│150元

花旗│買入│150元

大和│跑贏大市│140元

麥格理│跑贏大市│80元

券商│觀點

摩根大通│上半年在線醫療服務業務收入勝預期

花旗│上半年在線醫療服務強勁,健康商城因疫情被暫時中斷

大和│核心在線醫療服務增長強勁,財務表現理想

麥格理│在線醫療服務業務處領先地位,惟健康商城業務收入增長表現未如理想

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account