《大行报告》摩通首予京东(09618.HK)H股「增持」评级 目标价410元
摩根大通发表报告表示,面对同业加大拓展内地线上杂货市场,尤其是在社区团购方面,可能会导致京东(09618.HK)增加其投资强度,同时相信线上杂货市场的采用及渗透度可能会加快,带动营运商的增长;认为京东在投资策略上比同业更具选择性和衡量能力,并且在不同的线上杂货店模式中取得平衡。
报告又指,预料会有更多京东ADR转换成港股,加上将来获纳入港股通的机会大,该行首予京东H股「增持」评级及目标价为410元。
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