大行评级|麦格理:上调阿里健康目标价至6.78港元 评级升至“跑赢大市”

格隆汇
Aug 19

麦格理发表报告,将阿里健康的评级由“跑输大市”上调至“跑赢大市”,目标价由3.4港元上调至6.78港元,调高2026和2027财年经调整纯利预测6%和20%,反映市场整合加强盈利能力。该行相信,在线医疗保健行业已结构性转好,市场占有率从离线渠道加速提升,同时对领先的药厂采用在线渠道推出新药和特药感到鼓舞,而母公司阿里巴巴整合88VIP计划应会带来额外的流量协同效益。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10