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《大行報告》高盛降醫渡科技(02158.HK)目標價至40元 評級「買入」
阿思達克 04-20 11:26
高盛發表報告指,與醫渡科技(02158.HK)首席財務官封曉英等就業務更新舉行了電話會議,管理層相信集團可受惠於近期政府推動的醫療機構和政府的醫療數據共享標準化,而集團的大數據和疾病專業知識亦有助DRG/DIP應用相關的數碼化解決方案。 整體而言,該行稱管理層預期截至3月底的2022財年收入按年增長介乎40%至50%,並重申有信心在2023及2024財年的收入按年增長超過50%。該行維持其2025財年達至收支平衡預測,並料2024財年虧損收窄至1.18億元人民幣,2022財年則料虧損6.13億元人民幣,該行看法較管理層指引相對保守。 高盛下調醫渡科技股份目標價7%至40元,評級維持「買入」,並調低集團2022至2026財年收入預測5%至8%,反映營運速度下降。該行認爲,內地疫情升溫或進一步推遲部分政府/醫院與醫療保健相關的招標,及與患者招募和臨牀試驗相關的項目交付和進展。
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