花旗发布研报称,海吉亚医疗(06078)管理层预期今年相比去年表现更好,主要由于与手术相关的收入将持续增长,产品均价与毛利率压力可控;随着新的大型医院陆续启用,患者数量将有所增加;进一步节省费用;现金流状况改善,潜在并购交易;不存在与疫情期间核酸检测相关的5800万元人民币的应收账款减值问题。该行降海吉亚医疗今明两年收入预测分别17%及21%,纯利预测降16%及20%,以反映去年业绩突显的销售均价压力。以现金流折现率计,目标价由38港元下调至29港元,但仍维持“买入”评级,认为公司在私营医院领域处于有利位置,有望在业界整合中抢占先机。
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