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PA Good Doctor (1833 HK) – Business Restructuring Closes to the End
PA Good Doctor (PAGD) reported 1H23 revenue of RMB2,222mn, down by 21.5% YoY and adjusted non-IFRS net loss of RMB249mn, narrowed by 41.7% YoY.
CMB International
135 Views
PA Good Doctor (1833 HK) – Expecting Strategy 2.0 to Gain Momentum in Post-Pandemic Periods
We expect the Company to deliver good gross profit margin (GPM) improvements and cost savings in 1H23E as its Strategy 2.0 transition takes effect.
CMB International
388 Views
Quiddity HSTECH Sep 23 Flow Expectations: Two ADDs/DELs Possible
I see East Buy (formerly Koolearn (1797 HK)) and Tongcheng Travel (780 HK) as ADDs and AAC Technologies (2018 HK) and Ping An Healthcare (1833 HK)...
Janaghan Jeyakumar, CFA
393 Views
Ping An Good Doctor - Strategic Transformation Still in Progress
We have reduced our FY23/FY24 revenue forecasts by 19.4%/19.1% and our TP by 17% to HK$20.47. As our new TP implies a potential upside of only 3%,...
Quam Securities
366 Views
PA Good Doctor (1833 HK) – Temporary pains in strategic transition
Better-than-expected narrowing of net loss in 2022. PA Good Doctor (PAGD) reported 2022 revenue of RMB6,160mn, down by 16% YoY, and adjusted non...
CMB International
251 Views