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大和:降阿里健康(0241.HK)目标价至15港元 维持买入评级

格隆汇 ·  {{timeTz}}

大和发表研究报告,引述阿里健康(0241.HK)管理层称,在现时监管环境下,用户量增长无可避免有所放缓,预期公司未来发展重点将是发掘客户长期价值。管理层亦表明将专注于用户细分及分层,以提高客户价值。

公司预期2022下半财年至2025财年的收入年复合增长率将超过30%,其中直销业务增长速度料高于第三方业务。阿里健康并预期净亏损将持续收窄,目标至2024财年可达到收支平衡。

该行表示,考虑到近期监管措施,阻碍阿里健康发展为一站式线上医疗平台的步伐,将目标价由27港元下调至15港元,维持“买入”评级。

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