《大行报告》瑞银:京东(09618.HK)季绩影响中性 但关注管理层指引
瑞银发表研究报告指,京东(09618.HK)第三季业绩表现稳健,盈利快速增长,收入及经调整利润率均胜过该行及市场预期。
报告指,京东第三季年度活跃用户为4.42亿人,按年增长32.1%,超过该行预期约5.6%。瑞银认为,用户增加有助於推动其零售业务增长,业务期内收入按年增长26.9%,其中由於超市产品表现领先,零售业务经营利润率亦提升至3.9%,按年增长60个基点。
瑞银指,京东第三季绩对股价影响中性,关注管理层对业务增长的目标及指引,维持「买入」评级。
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