花旗:看好平安好医生(1833.HK)在医疗体制改革中的增长潜力 给予“买入”评级目标价150港元
格隆汇11月16日丨继《药品网络销售监督管理办法(征求意见稿)》发布后,花旗发布了中国互联网医疗的行业报告并提及继续看好平安好医生(1833.HK)在内的互联网医疗领先公司。花旗表示,以月活跃用户和每日平均咨询量来衡量,平安好医生是中国最大的互联网医疗平台。2017年,PAGD拥有9280万注册用户,三年复合年增长率为152.3%。花旗相信公司在中国快速发展的互联网医疗行业中处于领导地位,鉴于1)公司依托平安集团的可持续的用户获取和分销渠道;2)拥有独特而全面的在线平台,吸引患者和健康用户;3)“私家医生+ AI”在线咨询平台的门槛高。在所有医疗服务提供商中,花旗认为平安好医生最有潜力在中国医疗体制改革中发挥关键作用,给予其150港元的目标价及“买入”评级。
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