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大行评级 | 大摩:下调阿里健康(0241.HK)明后两年收入预测,维持跑赢大市评级

格隆汇 ·  {{timeTz}}
格隆汇11月29日丨摩根士丹利发表研究报告表示,将阿里健康(0241.HK)目标价由18港元降至13港元,维持“跑赢大市”评级,料下半年毛利率按半年升1个百分点。 该行预计,阿里健康指导22财年度收入增长约30%,直销增长30% 以上,其中平台增长约10%;预计2023年度平台将有更好的增长,介乎10-15% ,考虑即将推出的在线处方指引影响,在线药品销售增长保持在约30% 的健康水平。该行将2022及23年的收入预测下调2%-6%,降低毛利率并提高了运营支出假设,预计在2024年实现盈亏平衡。该股现报7.57港元,总市值1021.2亿港元。

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