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《大行報告》瑞信上調京東(09618.HK)目標價至380元 評級「跑贏大市」
阿思達克 10-15 10:13
瑞信發表報告,預期京東(09618.HK)今年第三季的收入穩固,料按年增長25.8%,主要是受到健康的網上消費需求所支持。由於各類別的表現穩定,估計集團的產品銷售亦會錄24%增長,至於服務收入因第三方商家大致恢復,料收入可加快至按年上升39%。

該行表示,中期而言料集團的策略焦點是超級市場類別助擴大用戶基礎,及推動用戶黏著度,估計京東將繼續投資在市場推廣、物流及全渠道零售以增加市場佔有率。

瑞信上調京東股份目標價,由311元升至380元,評級維持「跑贏大市」,認為集團對其擴展策略有持續的執行力,且有清晰的盈利記錄。不過因股價經過近期的持續上升,該行建議因應京東的長期增長逐步買入。

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