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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”
Ge Long Hui·2025-08-19 05:36

Core Viewpoint - Macquarie has upgraded Alibaba Health's rating from "Underperform" to "Outperform" and raised the target price from HKD 3.4 to HKD 6.78, reflecting a positive outlook on the company's profitability due to market consolidation [1] Group 1: Financial Projections - The adjusted net profit forecasts for fiscal years 2026 and 2027 have been increased by 6% and 20% respectively, indicating a stronger financial performance [1] Group 2: Industry Trends - The online healthcare industry is believed to have structurally improved, with market share accelerating from offline channels [1] - There is optimism regarding leading pharmaceutical companies adopting online channels for launching new and specialty drugs [1] Group 3: Synergy Effects - The integration of Alibaba's 88VIP program is expected to generate additional traffic synergy benefits [1]