《大行報告》野村上調京東(09618.HK)目標價至368元 評級「買入」
野村發表研究報告,維持京東集團(09618.HK)「買入」評級,目標價由341元升至368元。
該行指,近期與管理層會談,管理層反映宏觀經濟影響電商表現,情況與同業相若。雖然銷售增長放慢,野村相信京東盈利可勝預期,第三季利潤因新業務投資虧損收窄而改善。
該行又預期第三季公司收入增22%至2,130億元人民幣,而非標準會計純利爲34億元人民幣,較市場預期高3%。野村下調京東2021至22年收入預測分別1%及2%,非標準會計準則純利率則上調0.1個百分點。
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