《大行报告》瑞银升京东健康(06618.HK)评级至「买入」 目标价下调至138元
瑞银发表研究报告,升京东健康(06618.HK)投资评级,由「中性」上调至「买入」以反映其估值降至更吸引水平;去年下半年收入增长强劲。报告维持看好内地互联网健康行业,京东健康供应链强劲可有助其网上药房的竞争力提升,上调其今明两年收入预测分别12%及8%,净利润率预测大致不变,目标价则由150元降至138元。
该行指出,医保政策是行业主要留意对象,同时针对疫情後的网上健康行业竞争。至於公司层面,则留意付款人渠道扩张、互联网健康服务和供应链改善。
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