Morgan Stanley: PA GOODDOCTOR (01833) Set to Achieve Full-Year Growth Target of 10%, Price Target at HKD 16.3

Stock News
10/24

Morgan Stanley has released a report indicating that PA GOODDOCTOR (01833) recorded a 13.6% year-on-year revenue increase in the first three quarters of this year, amounting to RMB 3.72 billion. Net profit rose by 72.6% to RMB 184 million, while adjusted net profit grew by 45.7% to RMB 216 million. In the third quarter, revenue saw a 3% year-on-year increase, with net profit remaining relatively stable, resulting in a net profit margin of 4.1% and an adjusted net profit margin of 4.3%. The firm has set a price target of HKD 16.3 and maintains a "market perform" rating. Morgan Stanley believes that the company can achieve an annual revenue growth exceeding 10% and an adjusted net profit margin of 5% to 6%, depending on the pace of AI investments. On a positive note, the AI technologies employed by the company have raised the accuracy of complex disease treatments to approximately 90%, compared to about 80% in the first half of the year, while reducing the cost of family doctor services by around 52% year-on-year.

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