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大行每日評級 | 野村降京東目標價,稱其投資超預期
今日看點
1.野村維持京東集團(09618)“買入”評級,目標價由378元下調至365元,由於首季社區團購業務投資回報率令人滿意,因此集團計劃於第二季加大投資拓展該業務。野村估計由於加大投資,京東2021財年來自社區團購的虧損將達到160億元,較早前預期的100億元提升。
2.麥格理重申安踏體育(02020)“跑贏大市”評級,目標價由174港元上調至182港元,並對公司提升市場份額有信心,將其2021-22財年盈利預測上調5%,以反映零售需求向好,提高收入及毛利率預期。該行還預計旗下Amer品牌今年虧損將持續收窄,內地消費高端化也將長遠利好市場發展。
3.瑞銀將生化基因(BIIB.US)的評級從“中性”上調爲“買入”,目標價由311美元升至463美元,該行預計其新獲批的阿爾茨海默症藥物Aduhelm在美國的最高銷售額達130億美元。患者對Aduhelm的需求已經非常強勁,Aduhelm週一獲得美國監管機構批準,預計將在未來兩週內開始發貨。
【京東集團-SW支持10倍槓桿日內交易】

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