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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.).
CICC raised the target price of ali health (00241.HK) in Great Wall Securities by 11.9% to 4.7 yuan, with performance slightly exceeding expectations.
CICC's report pointed out that ali health (00241.HK) exceeded expectations slightly in the first half of the 2025 fiscal year, with revenue of 14.27 billion RMB, a year-on-year increase of 10.2%. Under non-GAAP, the net profit was 0.978 billion RMB, a year-on-year increase of 52.2%, corresponding to a non-GAAP net profit margin of 6.8%, an increase of 1.8 percentage points year-on-year. Revenue met expectations on the income side, while profits slightly exceeded market expectations, mainly due to the continuing improvement in profit levels driven by refined operations. The bank considers that ali health's refined operations will continue to narrow costs, and has raised its estimates accordingly.
*Morgan Stanley raised the target price for ali health (00241.HK) to 5 yuan, assigning a "shareholding" rating.
*Morgan Stanley raised the target price for ali health (00241.HK) to 5 yuan, assigning a "shareholding" rating.
Ali Health (00241.HK): Income and profits are steadily growing, with good development of platform business.
Revenue side: In FY2025H1, the company's revenue reached 14.3 billion yuan, a year-on-year increase of 10%, mainly benefiting from the rapid growth of the pharmaceutical platform business. Broken down, 1) during the reporting period, the company's self-operated pharmaceutical revenue was 12.1 billion yuan, a year-on-year increase of 6.
Express News | J.P. Morgan: Raises ali health's target price to HK$4.8, raises earnings forecast per share for fiscal years 2025 to 2027.
ali health (0241.HK): The synergy potential of the advertising business is still being released.
Ali Health's 1HFY25 total revenue was 14.27 billion yuan, up 10.2% year-on-year, slightly lower than VisibleAlpha (VA, on the same basis) consensus expectation of +11.9%, with adjusted net income of 9.8.
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