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《大行报告》高盛上调京东(09618.HK)目标价至445元 重申「确信买入」名单
阿思达克 01-11 10:27
高盛发表报告表示,京东(09618.HK)仍是该行在今年中国互联网板块其中一个首选股,有见其在电子、电器、超级市场及制药领域的零售规模具领先优势,相信公司能持续利用其独特的1P在线直销+市场模型,并辅以其行业领先的内部仓库和供应链功能,来继续利用这复合的力量。

该行指,虽然京东已在过去两年获重新大幅再评级,随後与其他互联网公司一起因市场对未来更严格的法规的忧虑而进行了轻微调整,但仍看到其可持续的收入增长;具有稳定的利润空间;其子公司及联营公司的估值不断提高。

高盛将京东的目标价由原来的393元上调至445元,重申其在「确信买入」名单内。

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