《大行報告》大和下調京東健康(06618.HK)目標價至130.5元 評級升至「跑贏大市」
大和發表報告表示,通過利用京東(09618.HK)供應鏈、業務網絡及直銷業務的基因,京東健康(06618.HK)為醫療保健價值鏈中的參與者建立了強大的供應鏈基礎架構;同時其電商業務為強勁增長動力,料未來三年該業務收益增長會高於整體增幅。
報告又指,京東健康股價過去四個月累跌逾20%,加上其持續強勁增長勢頭,故升其2021至2022年度收益預測5%至7%,評級由「持有」升至「跑贏大市」,惟目標價由148.2元降至130.5元,以反映目標市銷率由15倍下調至11倍。
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