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麦格理维持平安好医生“增持”评级 12个月目标价123港元
格隆汇 05-26 10:27
格隆汇5月26日丨麦格理上周五发布最新研报称,平安好医生继续在互联网医疗服务领域保持创新,一些计划已收到正面效果,并有潜力扩大规模。该行预计未来3-5年互联网医疗咨询数量将持续增长。期望在未来3-5年内,更多用户通过包括互联网医院在内的不同渠道进行医疗咨询;互联网医院有初步进展,平安好医生参与了中国10%的互联网医院,并有望在未来2-3年内建立300-400个新的互联网医院项目;由于用户数激增,预计平安好医生今年的毛利率及人均消费将下降;公司正在以合理的价格尝试互联网医疗服务市场中的不同业务模型,该行相信随着一些初步的正面进展,公司已经准备好占据庞大的互联网医疗市场机会。综上,麦格理维持对于平安好医生的“增持”评级,12个月目标价123港元。
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