UBS Report: Limited Impact of Regulations on China's Online Pharmacy Sector; Price Target Cut for Ali Health, "Buy" Rating Maintained for JD Health

Stock News07-06

According to a recent report, market research conducted over the past three years indicates a sustained increase in consumer acceptance of online channels for pharmaceutical purchases in China. This trend is primarily driven by the convenience, more competitive pricing, and broader product selection offered by these digital platforms. The report forecasts that online pharmacy platforms will achieve a compound annual growth rate (CAGR) in revenue in the low-to-mid teens percentage range from 2025 to 2028.

The analysis suggests that the regulatory tightening on the industry initiated by authorities since 2022 has had a limited practical impact on online purchasing behaviors.

JD Health International Inc. (06618) retains a "Buy" rating. The report highlights that JD's online platform has established competitive advantages both in terms of its user base and supply chain capabilities.

Conversely, the report maintains a "Sell" rating for Ali Health Information Technology Ltd. (00241). Earnings forecasts for the fiscal years 2027 to 2029 have been reduced by 5%. Revenue and adjusted net profit from fiscal 2026 to 2029 are now projected to grow at CAGRs of 12% and 5%, respectively. Consequently, the price target for Ali Health has been lowered from HK$3.6 to HK$3.1.

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