00241 ALI HEALTH

Credit Suisse: lowered Alibaba Health Information Technology's target price to HK $11, outperforming the market.

11-26 21:09 · Latest

Morgan Stanley: downgrade the income forecast of Alibaba Health Information Technology (0241.HK) for the next two years, and maintain the rating of outperforming the market.

Morgan Stanley published a research report that lowered the target price of Alibaba Health Information Technology (0241.HK) from HK $18 to HK $13 and maintained its "outperform" rating. According to the report, Alibaba Health Information Technology's semi-annual sales rose 31%, in line with the bank's expectations, and the adjusted loss was dragged down by lower gross profit margins and expenses. In terms of products, pharmaceutical and non-drug sales increased by 40% and 26% respectively. Gross margin fell 6 percentage points to 20 per cent, due to more mixed transfers of drug sales, especially prescription drugs, but gross margins are expected to rise by 1 percentage point on a half-yearly basis in the second half of the year. The bank expects the annual income of Alibaba Health Information Technology to increase in the financial year of 22.

11-29 12:56

Guoxin Securities: downgrade Alibaba Health Information Technology (00241) to "neutral" value range HK $7.54-8.91

Zhitong Financial APP learned that Guoxin Securities issued a research report that downgraded Alibaba Health Information Technology (00241) to "neutral", lowered the company's growth expectation and adjusted the valuation multiple to reflect its rapid deterioration in revenue growth and losses in increased investment when there was a lack of traffic at the main station. Using the distribution valuation method, the corresponding valuation range for FY2023 is HK $7.54-8.91, which is reduced by 28%. 36%. The main points of Guoxin Securities are as follows: financial performance: income growth slowed down, performance loss FY2022H1, the company achieved operating income of 9.358 billion yuan, year-on-year

11-29 09:30

Bank rating | Morgan Stanley: downgrade Alibaba Health Information Technology (0241.HK)'s income forecast for the next two years and maintain a rating that outperforms the market.

Morgan Stanley released a research report on November 29th, saying that the target price of Alibaba Health Information Technology (0241.HK) will be reduced from 18 Hong Kong dollars to 13 Hong Kong dollars, maintaining the "outperform market" rating, and the gross profit margin is expected to rise by 1 percentage point in half a year in the second half of the year. The bank expects Alibaba Health Information Technology's annual revenue to grow by about 30 per cent and direct sales to grow by more than 30 per cent, of which the platform will grow by about 10 per cent; the platform is expected to grow better in 2023, ranging from 10 to 15 per cent, taking into account the impact of the upcoming online prescription guidelines. Online drug sales growth remains at a healthy level of about 30 per cent. The line will

11-29 12:56

Credit Suisse: keep Alibaba Health Information Technology (0241.HK) outperforming the market and lower the target price to HK $11

Credit Suisse said in a research report that it cut Alibaba Health Information Technology's revenue growth and gross profit margin from HK $15 to HK $11 and maintained its "outperform" rating. According to the report, Alibaba Health Information Technology's net loss in the first half of the year was lower than the bank expected. Management guidelines 2022 FY24 revenue growth of about 30%, gross revenue stable profit. Exploration of new businesses, such as proprietary pharmacies and personalized insurance, is under way. The bank does not expect to launch an online prescription drug sales policy this year, but the policy could affect revenue growth by several percentage points.

11-29 12:50

Credit Suisse: maintain Alibaba Health Information Technology's (00241) "outperform" rating target price down 26.7% to HK $11

Credit Suisse released a research report that maintained Alibaba Health Information Technology's 00241 "outperform" rating, with a lower-than-expected net loss in the first half, cut revenue growth and gross profit margin, and lowered the target price from HK $15 to HK $11, Zhitong Financial APP learned. According to the report, the management directs that revenue will grow by about 30% in the 2022-24 fiscal year, and gross revenue will be stable and profitable. Exploration of new businesses, such as proprietary pharmacies and personalized insurance, is under way. The bank does not expect to launch an online prescription drug sales policy this year, but the policy could affect revenue growth by several percentage points.

11-29 11:00

Daiwa: lower the target price of Alibaba Health Information Technology (0241.HK) to HK $15 to maintain its buy rating

Daiwa published a research report, quoting Alibaba Health Information Technology (0241.HK) management as saying that in the current regulatory environment, user growth will inevitably slow down, and it is expected that the company's future development will focus on exploring the long-term value of customers. Management has also indicated that it will focus on user segmentation and tiering to enhance customer value. The company expects revenue to grow at a compound annual growth rate of more than 30% from the second half of 2022 to fiscal year 2025, with direct sales growing faster than third-party businesses. Alibaba Health Information Technology also expects the net loss to continue to narrow, with the goal of breaking even by fiscal year 2024. The bank said that given the recent regulatory measures

11-29 10:40

Daiwa rating | Daiwa: lower the target price of Alibaba Health Information Technology (0241.HK) to HK $15 to maintain the buy rating.

Daiwa released a research report on November 29th, citing the management of Alibaba Health Information Technology (0241.HK) as saying that under the current regulatory environment, user growth will inevitably slow down, and it is expected that the company's future development will focus on exploring the long-term value of customers. The company expects revenue to grow at a compound annual growth rate of more than 30% from the second half of 2022 to fiscal year 2025, with direct sales growing faster than third-party businesses. In view of recent regulatory measures that hindered Alibaba Health Information Technology's development into an one-stop online medical platform, the target price was lowered from HK $27 to HK $15, maintaining a "buy" rating. The stock is present.

11-29 10:40

Daiwa downgraded the target price of Alibaba Health Information Technology (00241.HK) to 15 yuan to "buy" in the Daihang report.

Daiwa published a research report, quoting Alibaba Health Information Technology (00241.HK) management as saying that in the current regulatory environment, user growth will inevitably slow down, and it is expected that the company's future development will focus on exploring the long-term value of customers. Management has also indicated that it will focus on user segmentation and tiering to enhance customer value. The company expects revenue to grow at a compound annual growth rate of more than 30% from the second half of 2022 to fiscal year 2025, with direct sales growing faster than third-party businesses. Alibaba Health Information Technology also expects the net loss to continue to narrow, with the goal of breaking even by fiscal year 2024. The bank said that given the recent regulatory measures

11-29 10:20

Bank of America Securities: downgrade Alibaba Health Information Technology (00241.HK) target price to HK $15.50, rating buy.

Bank of America Securities: downgrade Alibaba Health Information Technology (00241.HK) target price to HK $15.50, rating buy.

11-27 04:07