大華繼顯:予平安好醫生(1833.HK)“買入”評級 目標價90港元
大華繼顯昨日發研報稱,平安好醫生是醫療諮詢中游戲規則改變者,憑藉強大的內部醫療團隊和人工智能技術,平安好醫生在中國在線醫療諮詢服務中排名第一,看好其在線醫療諮詢市場的領導地位。公司以其獨特的效率,每天遠程處理72.9萬次諮詢。截至2019年,平安好醫生擁有6690萬MAU和30萬MPU的龐大用户羣,通過會員套餐、消費者醫療服務和一家健康購物中心實現盈利。該行預計,由於互聯網醫療服務的採用、用户數量的增長和社會醫療保險覆蓋面的擴大,OMS業務將繼續強勁增長。
該行還稱,平安好醫生擁有獨特的分銷渠道以及高效的用户獲取。平安集團擁有超過1500萬的大病保險客户,有潛力進一步交叉銷售和追加銷售平安好醫生的產品和服務。此外,平安好醫生與福州衞計委合作建立和服務一個互聯網醫院平台,連接37個市、縣級醫院和100多個地方基層醫療機構。平安好醫生將提供在線諮詢、處方流通、醫療管理、數據監控和後台管理等服務。這將提升其品牌形象,亦能進一步滲透互聯網醫療服務。
大華繼顯預計平安好醫生在2020-22財年的收入將達到35%的年複合增長率,這得益於快速增長的會員和進一步的醫院滲透。平安好醫生的目標是在2021年底達到收支平衡,繼續提高運作效率。該行予平安好醫生 “買入”評級,目標價90港元。
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