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大和:昇平安好醫生(1833.HK)目標價至95港元 評級“優於大市”
格隆匯 04-14 13:09

大和總研發表研究報告指,平安好醫生(1833.HK)在納入湖北省國家藥物報銷目錄獲得顯著進展,為其帶來突破,加上政策的推動為平安好醫生開展增長潛力,該行重申其“優於大市”投資評級,目標價由85港元上調11.76%至95港元。

大和表示,自4月初平安好醫生的線上診症服務納入國家藥物報銷目錄後,使其成為第一所符合資格的互聯網醫院,為其發展帶來象徵式的意義,亦有助公司在其他省份納入國家藥物報銷目錄。該行指,平安好醫生履行社會責任,提供免費醫療的義務,並已在兩個城市運行,相信短期內平安好醫生因服務覆蓋全省,帶動其用户下載量及月活躍用户數(MAU)。

另外,大和指在疫情期間,全中國的地區政府促進將符合條件的醫療機構,提供的合資格在線醫療服務納入國家藥物報銷目錄。而平安好醫生已與56個地方政府在線上醫療上建立設備。

基於平安好醫生納入國家藥物報銷目錄,大和上調其P/MAU由150美元至175美元,但仍較金融科技或互聯網的同業低。而由於疫情的社會義務及平安好醫生主動推廣,該行料其市場推廣費用將增加,但線下活動中斷或影響消費者健康板塊的收入,該行分別下調2020-2022年的收入及盈利預測2-11%及35%。

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