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《大行報告》大和升阿里健康(00241.HK)評級至「跑贏大市」 目標價上調至4.8元
大和發表研究報告指,市場監管總局發布《藥品網絡銷售監督管理辦法》,規範藥品網絡銷售,有助消除行業上對醫藥電商平台第三方銷售業務的憂慮。 該行預期,由於阿里健康(00241.HK)在用戶流量上具有優勢,在阿里-SW(09988.HK)多元化渠道的支持下,第三方業務活躍用戶從2019財年的1.3億增長到2021財年的2.8億,預期優勢將持續凸顯,同時將有助於帶動O2O藥品銷售模式發展,提升直銷業務ARPU。 大和將阿里健康的投資評級由「持有」上調至「跑贏大市」,目標價由4.2元上調至4.8元,並將2023至2024財年收入預測上調3%至5%。
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