《大行報告》美銀證券下調海吉亞醫療(06078.HK)目標價至62.2元 評級「買入」
美銀證券發表報告指,海吉亞醫療(06078.HK)上半年收入18億元人民幣,按年升15.3%,扣除新冠檢測相關收入,收入按年升21.1%,純利3.35億元人民幣,按年升46.8%。由於去年新冠檢測收入貢獻較大,以及因應宏觀經濟疲弱,該行將今年至2025年各年收入預測,分別下調3%、3%、4%,目標價由73.3元下調至62.2元,維持「買入」評級,以反映公司正如期進行擴充。
公司管理層預期,9月將會完成收購長安醫院,另外重慶海吉亞醫院第二期1,000張病床已於2月開始運作,山東省單縣海吉亞醫院第二期約500張病床已於7月投運,預期明年底集團營運超過12,000張病床。
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