花旗:方蔚豪出任平安好醫生(1833.HK)CEO 利於提升與平安集團的協同效應及商保參與度
格隆匯5月19日丨平安好醫生(1833.HK)近期公告,董事會委任方蔚豪先生自2020年5月15日起出任執行董事、臨時董事會主席、首席執行官,為期三年。方蔚豪先生,47歲,參與創建了平安國際融資租賃,現任平安國際融資租賃董事長兼CEO、平安醫保科技聯席董事長兼CEO、醫健通醫療健康科技管理公司董事及平安產險副董事長。
花旗最新報告指出:“平安好醫生新任CEO來自平安集團內部,這再一次支撐了我們的觀點,即公司與平安集團的協同效應以及其有潛力提升中國長期商保的參與度。”
與此同時,花旗報告認為,儘管一些長期投資者將這一變動與公司治理的問題聯繫起來,但是花旗認為公司更為長期的投資主題維持不變。
首先,中央政府對互聯網醫療和在線醫療諮詢納入醫保報銷持堅定態度,並出台支持性政策。其次,對互聯網醫療公司來説,平台本身比個別管理層更重要。尤其是值得注意的是,新任CEO來自平安集團內部,這再一次支撐了花旗的觀點,即公司與平安集團的協同效應以及其有潛力提升中國長期商保的參與度。
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