《大行报告》瑞信下调阿里健康(00241.HK)目标价至15元 评级「跑赢大市」
瑞信发表报告,指阿里健康(00241.HK)近日发布盈警,公司将亏损归因于对创新业务、供应链、研发、营销和推广的投资增加。该行认为,阿里健康收入增长也面临压力,然而这些业务投资对确保阿里健康的长期竞争力至关重要,但会在短中期内对利润带来负面影响。
瑞信指,阿里健康的驱动力可能来自于线上药品销售业务,而其股价和阿里巴巴(09988.HK)的股价和财务表现都是密切相关,根据该行估计,从2018财年到2021财年,两间公司的零售业务收入是高度相关。维持该股「跑赢大市」评级,目标价由21元下调至15.00元,并将2021/22/23财年每股盈利预测分别下调248%/161%/81%。
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