Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
Summary of Latest Ratings, TP, Views on ALI HEALTH from Brokers
Recommend 31 Positive 35 Negative 33 |
||||
|
||||
|
Brokers | Investment Ratings | TPs | Key Views Citi | Buy | HKD9 -> 8 | FY2027 profit guidance is conservative, mainly due to proactive reinvestment of operating profit into innovative drugs and AI applications. The company is transforming from an e-commerce platform into a full-stack pharmaceutical operator, with medical AI as a future growth engine. Current online sales of GLP-1 weight-loss drugs are not affected by regulatory adjustments. Despite the TP cut, it remains a top pick. BofA Securities | Buy | HKD6 | Last fiscal year results were in line with company guidance, but growth slowed in 2H due to weak performance in the medical devices category. The declaration of final and special dividends totaling RMB3.14 billion (implying a dividend yield of about 5%) surprised the market. Positive on enhanced shareholder returns and the launch of the doctor-oriented AI model "Hydrogen Ion". CLSA | Outperform | HKD5.3 -> 4.7 | 2H revenue slightly missed expectations, while profit met forecasts. Prescription drugs, OTC and nutritional products maintained healthy growth, but 2H third-party platform revenue declined due to reduced medical device subsidies and VAT impact on adult products. Future profit is expected to be weighed down by investments in the innovative drug supply chain and medical AI. HSBC Research | Hold | HKD5.5 -> 4.5 | 2H revenue growth slowed to 8%, below the broker and market expectation of 14%. The company has entered an investment phase, focusing on strengthening end-to-end services such as cold-chain warehousing. The medical AI app "Hydrogen Ion" targets 2 million monthly active doctors within three years. Although the dividend yield of 5% is attractive, earnings forecasts were cut due to investment impact. UBS | Sell | HKD4.1 -> 3.6 | Revenue for the last fiscal year missed target, and FY2027 adjusted net profit guidance was below buy-side expectations due to increased investment. While the strategic focus on pharmaceuticals supports revenue, a higher proportion of first-party drug sales will compress gross margin. The company faces competitive advantages from JD Health in user mindshare and supply chain. FY2027-29 earnings forecasts were cut by 12-14%. Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
AASTOCKS Financial News |
||||
Copied to Clipboard
 |
||||
