大行評級|里昂:維持京東健康“跑贏大市”評級 預期去年下半年業績穩固
里昂報吿預測,京東健康去年下半年業績穩固,收入按年升13%至297億元,受惠雙十一良好表現及去年12月流感感染增加。受惠毛利率擴張,經調整EBIT料按年升23%至12億元。該行預計公司去年下半年直接銷售按年升12%至253億元,其中第四季按年升11%。年活躍用户料較上半年增加900萬至1.9億。藥物銷售料繼續跑贏非藥物銷售,因前者較不受宏觀影響。該行料公司今年收入增長加快至15%,基於新冠相關基數效應消失。該行維持對京東健康“跑贏大市”評級,目標價40港元。
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