汇丰发表研究报告指，平安好医生(01833.HK) 2024财年收入总额较该行及市场预期高5%；毛利率较该行预测低0.7个百分点；营销开支占收入的百分比低于该行预测，但这被高于预期的行政成本所抵消。总体而言，期内净利润率为1.7%，经调整净利润率为3.3%。
汇丰表示，鉴于新的焦点在于平安好医生支持母公司发展老年护理业务，因此将该股2025至2026财年的收入预测上调4%至5%，但公司在老年护理及商业板块的新目标可能导致更高的开支。另外，由于健康服务部门的毛利率低于预期亦影响业绩表现，该行将平安好医生经调整净利润预测下调20%至25%，同时将其目标价由11.5元下调至7元，维持“持有”评级。(js/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-13 16:25。)
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.