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[Brokerage Focus] UBS Group raises target price for Ali Health (00241) by 13.6%, reflecting the company's renewed emphasis on prescription drugs and pursuit of market share.
Golden Giraffe Financial News | UBS Group released research reports indicating that ali health (00241) management reiterated its goal of revenue growth of 10% or more for the fiscal year 2025, with adjusted net profit exceeding 2 billion yuan; the revenue target for the fiscal year 2026 is also to increase by 10% or more, with adjusted net profit ranging from 2.3 billion yuan to 2.5 billion yuan. Starting from the second half of fiscal year 2025, revenue growth will be driven by the accelerated growth of prescription drugs and the continuous growth of over-the-counter drugs. The bank believes that the company's renewed emphasis on prescription drugs reflects the pursuit of market share, or may be a condition to maintain the current level of gross margin. Based on weak consumer spending, the bank has lowered its revenue forecast for over-the-counter drugs.
[Brokerage Focus] Haitong Int'l cuts Ali Health (00241) target price by 14.5% as the company's first-half fiscal year sales fall below expectations.
Jingwu Financial News | Haitong Int'l issued a research report stating that Ali Health (00241) released its interim results for the six months ending September 30, 2024. As of FY25H1, the company achieved revenue of 14.27 billion yuan (+10.2%), gross profit of 3.53 billion yuan (+23.2%), net income of 0.77 billion yuan (+72.8%), and adjusted net income of 0.98 billion yuan (+52.2%); corresponding to a gross margin of 24.8% (+2.6pct), net margin of 5.4% (+2.0pct), and adjusted net margin of 6.8% (+1.9pct). The company's gross margin and net.
Hong Kong concept tracking|AI-assisted diagnostic services can now be charged. AI tools have broad prospects in the medical field (with concept stocks)
AI-assisted diagnosis included in the national medical insurance authority's project approval guidelines, presenting a good development opportunity for the AI industry chain.
Huaren Health (301408.SZ): ali health plans to reduce its shareholding by no more than 12 million shares.
On November 22, Gelonghui reported that China Health (301408.SZ) announced that shareholder ali health technology (china) limited (referred to as "ali health") holds 30,049,373 shares of the company, accounting for 7.51% of the company's total share capital. Ali health plans to reduce its shareholding by no more than 12,000,300 shares within three months from fifteen trading days after the announcement is disclosed, through centralized bidding or block trading.
China Merchants Securities: The "AI + Healthcare" TOC application is beneficial to the public, and leading enterprises are expected to benefit first.
The introduction of AI is expected to improve data accuracy and continuity (asia vets wearable devices for continuous data collection, in conjunction with patient hospital medical records), provide professional personalized health services (AI doctors/nurses), and create more possibilities (brain-computer interfaces offer assistance in movement and neurological rehabilitation, improving the quality of life for people with disabilities, etc.).
Hong Kong stocks movement | ali health (00241) drops over 5% as Macquarie indicates that its sales growth visibility remains bleak, lowering the target price by 13%.
After the earnings report, ali health (00241) saw its stock price fall for two consecutive days, as of the time of writing, down 5.45%, reported at 3.82 HKD, with a transaction volume of 0.322 billion HKD.
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