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.
Hong Kong stock concept tracking| ali health's mid-term performance exceeds expectations, digital health industry welcomes multiple marginal improvements (with concept stocks)
The digital health industry is experiencing multiple marginal improvements.
Citigroup: Buy rating on ali health with a target price of 9.5 Hong Kong dollars.
Citibank released a research report stating that ali health (00241) had a revenue increase of 10% year-on-year in the first half of fiscal 2025 to 14.3 billion yuan (same below), which is lower than the bank's expectations; net profit was 0.769 billion yuan, a year-on-year increase of 73%, exceeding the bank's expectations. The gross margin increased from 22.1% in the same period last year to 24.8% during the period, with the ratio of marketing and administration expenses slightly increasing to 8.2%. The bank's target price for the company is 9.5 HKD, with a rating of 'buy'.
Citi: Maintained a "buy" rating on ali health (00241) with a target price of 9.5 Hong Kong dollars.
ali health's net profit for the first half of the 2025 fiscal year was 0.769 billion yuan, a 73% year-on-year increase, exceeding the bank's expectations.
Announcement highlights | Tencent's adjusted net profit in Q3 increased by 33% year-on-year to 59.813 billion yuan; ali health's net profit in the first half of the fiscal year rose by 72.45% year-on-year.
Samsonite's profit in the third quarter decreased by about 40% year-on-year; za online's total original premium income for the first ten months is approximately 28.354 billion yuan, an increase of 13.04% year-on-year.
COWmustMoo OP : There is obvious accumulation of this counter for weeks till yesterday. if u are holding, have some patience