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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

Bank rating | Morgan Stanley: downgrade Alibaba Health Information Technology (0241.HK)'s income forecast for the next two years and maintain a rating that outperforms the market.

格隆滙 ·  Nov 29, 2021 12:56
Morgan Stanley released a research report on November 29th, saying that the target price of Alibaba Health Information Technology (0241.HK) will be reduced from 18 Hong Kong dollars to 13 Hong Kong dollars, maintaining the "outperform market" rating, and the gross profit margin is expected to rise by 1 percentage point in half a year in the second half of the year. The bank expects Alibaba Health Information Technology's annual revenue to grow by about 30 per cent and direct sales to grow by more than 30 per cent, of which the platform will grow by about 10 per cent; the platform is expected to grow better in 2023, ranging from 10 to 15 per cent, taking into account the impact of the upcoming online prescription guidelines. Online drug sales growth remains at a healthy level of about 30 per cent. The bank cut its revenue forecasts for 2022 and 23 by 2 per cent, cut gross profit margins and raised operating expense assumptions, and expects to break even by 2024. The stock is now trading at HK $7.57, with a total market capitalization of HK $102.12 billion.

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