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Trending Industry Today: ALI HEALTH Leads Losses In Digital Health Stocks
Trending Industry Today: ALI HEALTH Leads Losses In AI Medical Concept Stocks
【Brokerage Focus】HAITONG INT'L maintains JD HEALTH (06618) "Outperform Market" rating, pointing out its significant supply and demand advantages as a leader in Medical Services.
HAITONG INT'L Research points out that JD HEALTH (06618) will achieve revenue of 58.2 billion yuan in 2024 (+8.6%). Except for the first quarter of 2024, which had a high base from pandemic-related supplies, the revenue in the last three quarters is expected to achieve double-digit year-on-year growth (2Q 14.6%, 3Q 14.8%, 4Q 11.3%). During the same period, the company achieved an adjusted net income of 4.8 billion yuan (+15.9%), significantly exceeding market expectations, mainly due to the release of scale effects, with a net margin of 8.2% (+0.5 pp).
The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
HAITONG INT'L: JD HEALTH (06618) 2024 revenue and profit exceeded expectations, Bullish on AI Medical and O2O scenario construction.
Based on the trend of growth in the number of platform merchants in 2024, the bank expects the platform scale to rapidly expand in the next 1-2 years, bringing growth in high-margin businesses such as digital marketing.
JD Health's 2024 Earnings Call Highlights Growth and Innovation
