Core Viewpoint - The company, Meisi Health (02138), anticipates a decline in financial performance for the six months ending September 30, 2025, compared to the same period in 2024, with significant reductions in revenue, EBITDA, and net profit. Financial Performance Summary - Revenue is expected to decrease by no more than 10% compared to approximately HKD 2.063 billion for the six months ending September 30, 2024 [1] - EBITDA is projected to decline by no more than 30% compared to approximately HKD 248 million for the same period [1] - Net profit is anticipated to drop by no more than 90% compared to approximately HKD 40.3 million for the six months ending September 30, 2024 [1] Reasons for Performance Decline - Weak local consumer sentiment, including a trend of Hong Kong residents consuming medical and healthcare services in mainland China and increased outbound travel, has weakened local demand for discretionary medical and aesthetic services [1] - Several medical assets sold in the latter half of the previous fiscal year are no longer included in the financial statements, resulting in a lack of revenue contribution during the reporting period [1] - An unfavorable service mix with a decrease in the proportion of high-margin discretionary services [1] - Revenue decline has led to weakened operational leverage [1] Financial Position Summary - The company's overall asset and liability situation remains robust, with expected cash, time deposits, and liquid financial assets totaling approximately HKD 1.1 billion at the end of the reporting period [2]
医思健康(02138)发盈警，预期中期纯利减少不多于90%