《大行報告》摩通下調阿里健康(00241.HK)目標價至8元 評級「中性」
摩根大通發表研究報告認為,阿里健康(00241.HK)2022財年上半年的業績疲弱。該行憂慮對互聯網醫療保健行業的監管收緊,損害了公司在線醫療服務的潛在上行,以及令在線處方藥銷售增長放緩,此外,阿里巴巴(09988.HK)未來幾季的增長前景疲弱,預期阿里健康在缺乏資源的支持下,其電商平台銷售增長將受到影響。
該行維持對阿里健康2022至2024財年實現30%以上的收入複合年增長率預測,但料要到2024財年才有望錄得淨利潤,較原先預測推遲一年,因公司增長主要來自利潤率較低的處方藥銷售。另認為公司增長前景黯淡,加上缺乏近期對股價的催化劑,重申對其「中性」評級,目標價由9元降至8元。
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