Intelligent Finance APP learned that Zheshang Securities released a research report stating that considering the comprehensive layout of software and hardware facilities and internal growth-driven factors, it is expected that Xiamen Xiangyu (600057.SH) will have a net profit attributable to the parent company of 1.211 billion yuan, 1.435 billion yuan, and 1.683 billion yuan from 2020 to 2022, with year-on-year increases of 9.50%, 18.46%, and 17.35%, respectively, corresponding to EPS of 0.56 yuan, 0.66 yuan, and 0.78 yuan. From a growth perspective, the company's compound annual growth rate of net profit attributable to the parent company from 2020 to 2022 is 17.90%, and the PEG of the corresponding 2021E PE is 0.52, which is significantly lower than the valuation relative to the growth. Zheshang Securities believes that the reasonable valuation of the company is around 15 times PE, the reasonable market cap of the 2021 net profit attributable to the parent company is about 21.5 billion yuan, and the relative price still has about 58% room for growth. The first coverage is given a "buy" rating.$PA GOODDOCTOR (01833.HK)$Up nearly 17%, as of the time of publication, up 16.98%, trading at HK$6.27, with a turnover of 0.431 billion Hong Kong dollars.

On the news front, pa gooddoctor announced earlier that the ex-dividend date is December 6, 2024, with a special dividend of 9.7 Hong Kong dollars per share, and the dividend payment date is January 24, 2025. China securities co.,ltd. previously pointed out that since implementing the global strategy 2.0 transformation, pa gooddoctor has been continuously advancing the development of F-end and B-end strategic businesses, with the jiegoutiaozheng of the business in 2023 basically completed.

The bank believes that as the company's F-end business continues to empower the Ping An Group, the B-end business is rapidly growing through group channels and self-expanding channels, combined with the efficiency improvements and cost optimizations brought about by information technology, it is bullish on the company's continued growth as a professional and comprehensive provider of medical retirement health management services.

Editor/ping