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富瑞:京東(9618.HK)“618”銷售增速加快 目標284港元
格隆匯 06-22 12:03

富瑞發表研究報告表示,京東(9618.HK)“618購物節”推廣策略成功,銷售增速由去年的26.6%,加快至33.6%,主要受到京東物流執行力強勁、並專注於用户體驗所帶動,京東以最佳的價格及服務策略將有助推動利潤率,重申其“評級,美股目標價上調至73美元,以反映其長遠財務前景良好,並予港股目標價284港元,京東為互聯網行業的首選股份。

該行指,京東透過規模效益改善利潤率,同時業務持續增長,而在低端城市滲透率方面,京東提供全面的產品選擇予客户,在電子產品方面亦擁有獨特的競爭優勢。疫情下市民更多時間留在家中,正改變消費者對產品種類選擇的模式,如快速消費品(FMCG)、新鮮食品及健康產品等,這些產品在疫情期間的表現均較預期佳。

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