瑞信:下調阿里健康(0241.HK)目標近三成至15港元 盈警遜預期
瑞信發研報指,阿里健康(0241.HK)早前發出盈利預警,預期中期淨虧損不多於3.2億元人民幣,對比去年同期為純利2.79億元人民幣,差於該行預期。該行維持其“優於大市”評級,但將目標價由21港元下調28.57%至15港元。
瑞信指,公司轉盈為虧的原因是增加創新業務的投資、供應鏈、研發、營銷及推廣費用等。該行認為,公司收入增長亦是充滿壓力,該投資對公司長遠競爭力十分重要,但會為短至中期帶來盈利負面影響。公司的增長動力現時主要受網上售藥業務帶動,下調其2021-23年每股盈利盈測分別248%、161%及81%,以反映調整B2C業務收入增長、營運支出及税率等預測。
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