bearish•Ping An Healthcare and Technol•29 Sep 2023 08:50•Broker Report
Ping An Good Doctor (1833 HK) - Strategic Changes Done but Valuation Is High
Ping An Good Doctor ("PAGD") has almost finished the adjustments to businesses with low strategic synergies, implying revenue will no longer be...
•29 Aug 2023 09:13•Broker Report
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.
•14 Jul 2023 04:58•Broker Report
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.
•01 Apr 2023 05:29•Broker Report
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%,...
•16 Mar 2023 09:00•Broker Report