智通财经APP获悉，瑞银发布研究报告称，恢复覆盖海吉亚医疗(06078)，维持其“买入”评级，予新目标价20港元。该行认为，市场忽略海吉亚医疗因市场整合所带来的长期机会，因此该股当前的估值偏低。
瑞银预期，海吉亚医疗的经调整盈利于2023至26年的年均复合增长率为12%。另外，由于集团领先的营运效率、业务策略及在医院扩建及并购方面的良好往绩，因此看好集团的前景。
该行下调集团2024至26年的盈测25%至33%，以反映扩张放缓及近期的报销压力，又下调集团中期现金流增长率预测，由11%降至6.3%，以反映长期医疗照护付款改革预期将导致增长放缓的预测。
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