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瑞信:将阿里健康目标价下调至11港元,评级跑赢大市

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瑞信:将阿里健康(00241.HK)目标价下调至11港元,评级跑赢大市瑞信发表研究报告,指阿里健康(00241.HK)上半年亏损少于该行预期,但该行对毛利率及收入展望看法较保守,基于利润率较低的处方药销售额预计将持续上升,电子商务的整体放缓可能不易恢复。但药物销售是继续带动医药直销业务与平台业务的主要增长动力。该行指,公司目前持续进行新业务探索,例如自营药店、个性化保险等。另外,管理层预期今年不会推出在线处方药销售政策,惟料此政策出台将影响收入增长数个百分点。该行维持阿里健康跑赢大市评级,下调2022/23年亏损预测37%及8%,2024年则由净利润改为亏损预测,目标价由15港元降至11港元,以反映预期收入及毛利下跌。

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