美银证券发表研报指，平安好医生(01833.HK) 2024年上半年完成了多年的业务调整，财务状况显著改善。该行预计，平安好医生2024财年收入将按年稳定于47亿元人民币(下同)；经调整净利润预期为2亿元。
美银证券将平安好医生目标价由13港元下调至7.6港元，由于盈利能力疲弱，重申“跑输大市”评级，并观望与大股东中国平安(02318.HK) 的协同效应。主要由于发行新股后，公司股数由11.2亿股增至21.6亿股，增长超过90%；该行调整估值基础，预测今年市销率由1倍调整至1.6倍，，源于同业向下估值重评，并与同业均值看齐；以及该行将现金预测下调至70亿元，剔除股息影响。
另外，美银证券预计平安好医生2025至2026财年的经调整净利润率介乎4%至5%，相对同业京东健康(06618.HK) 及阿里健康(00241.HK) 介乎7%至8%。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-11 16:25。)
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