大行評級|美銀:重申京東健康“買入”評級 上調去年收入預測
美銀證券發表報吿指出,對京東健康去年收入預測,由原預期的530億元上調至535億元,相當於按年增長14.5%;去年下半年收入預測料按年持平於264億元,主要由於去年第四季內地爆發呼吸道疾病,利好公司的藥品銷售。該行維持對公司去年經調整淨利潤預測按年增長55%至41億元,較市場預期的38億元為高。此外,該行料去年受疫情影響,在線藥房垂直領域競爭嚴峻,而今年首季後相信嚴峻的競爭基數已過,預期在線藥房行業將於今年加速增長至十位數。該行重申對京東健康的“買入”評級,目標價為50港元。
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