《大行報告》美銀證券上調海吉亞醫療(06078.HK)目標價至72.1元 評級「買入」
美銀證券發表研究報告指出,海吉亞醫療(06078.HK)以2.68億元人民幣收購宜興海吉亞醫院89.2%股權,後者前身為宜興市第四人民醫院,為二級甲等綜合醫院,於2021及2022年,該醫院就診人次(包括住院人次及門診人次)各約25.5萬及27.4萬人。公司認為是次收購可與在長三角地區的醫院網絡形成協同效應。此外,宜興海吉亞醫院具備容納800張以上床位的充足空間,具有升級為三級醫院的潛力。
該行認為,考慮到有關收購的潛在貢獻,將海吉亞醫療2023至2025年收入預測上調2%、4%及4%。對公司目標價由70.4元上調至72.1元,重申「買入」評級。
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