京東物流(02618.HK)漲近6%重越10天線 摩通日前首予「增持」評級
日前獲摩通首予「增持」評級看44元的京東物流(02618.HK)連吐兩天守穩50天線,今早股價重越10天線(34.15元),最高見35.5元,再逼近週二所創個半月高位36元,現報35.4元,回升5.7%,成交215萬股。母企東京集團(09618.HK)繼昨天回吐逾半成結束三連漲後,今早股價重越10天線(312.1元),最高320.8元,現報315.2元,回升3.3%。
京東物流日前宣佈,合肥往倫敦貨運航線已於本週三(8日)正式開通,爲旗下中國至歐洲大陸的首條定班包機航線。此前,京東國際物流已開通深圳至曼谷、南京至洛杉磯及上海至紐約航線,在亞太區佈局其首條全貨運包機,在中國與美洲間先後佈局兩條貨運包機,此次啓動中歐間首條定班包機運輸航線,料進一步升級全球包機航線網絡。
摩根大通日前首予京東物流「增持」評級看44元。報告指,京東物流是中國最大綜合供應鏈(ISC)物流服務供應商,去年市場份額升至2.7%,顯高於2018年2%,且公司處於最佳位置,可以受惠中國ISC行業結構性增長,預計公司收入於2020-2023年期間將有31%的年複合增長率,長遠而言,相信公司應能產生可持續4%-6%淨利潤率。
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