《大行報告》高盛上調京東(09618.HK)目標價至445元 重申「確信買入」名單
高盛發表報告表示,京東(09618.HK)仍是該行在今年中國互聯網板塊其中一個首選股,有見其在電子、電器、超級市場及製藥領域的零售規模具領先優勢,相信公司能持續利用其獨特的1P在線直銷+市場模型,並輔以其行業領先的內部倉庫和供應鏈功能,來繼續利用這複合的力量。
該行指,雖然京東已在過去兩年獲重新大幅再評級,隨後與其他互聯網公司一起因市場對未來更嚴格的法規的憂慮而進行了輕微調整,但仍看到其可持續的收入增長;具有穩定的利潤空間;其子公司及聯營公司的估值不斷提高。
高盛將京東的目標價由原來的393元上調至445元,重申其在「確信買入」名單內。
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