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《大行報告》大和料阿裏健康(00241.HK)中期業績收入增長24% 評級「跑贏大市」
阿思達克 11-08 14:43
大和發表報告,預料阿裏健康(00241.HK)月底公佈的中期業績,收入按年增長24%,主要由醫藥直銷業務(1P)推動。平臺業務(3P)可能因目前消費環境而受壓,有關收入可能會按年下降。至於毛利率料將保持穩定在約20%。維持「跑贏大市」評級,目標價4.8元。 大和指,《藥品網絡銷售監督管理辦法》將於12月1日起實施。由於按照監管要求對產品信息進行不同的展示,導致用戶體驗的變化,令最初的支付轉化率會降低,料年底和明年初的收入增長可能會放緩,但新規則落實能消除監管懸念。長遠而言,由於病人由醫院轉向在線平臺而導致的處方藥重複購買的上升,將成爲主要的收入驅動力,料在該領域有20%至30%的可持續收入增長。
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