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高盛:首予平安好醫生(1833.HK)“買入”評級 目標價130港元
格隆匯 09-22 08:35

格隆匯9月22日丨高盛發表報告,首予平安好醫生(1833.HK)“買入”評級,予目標價130港元。

該行指,平安好醫生是內地最大的在線醫療服務提供商,提供大型的在線諮詢服務,指公司憑藉在線醫療服務方面的優勢(其內部醫療團隊達1836人)和不斷獲得中國平安(2318.HK)的支持,相信可在行業競爭中脱穎而出。

高盛料至2030年,將看到平安好醫生於在線醫療諮詢中的市場份額,由2020年佔銷售額的27%,增長到42%(相比之下,2020年為33%,目前排名第二名市場份額為13%)。這是由於其領先的醫生響應時間以及與該行業頂級醫院/專家的綜合服務所致。該行預測行業在2019年至2030年複合年增長率達20%。

高盛稱,如果平安好醫生能夠在2025年之前將其整體在線諮詢市場份額提高至44%(該行對其基本情境預測為38%),相信借服務組合變化,可推動盈利能力,料對其每股估值可能會升至143港元。

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