《大行報告》德銀下調京東(09618.HK)目標價至362元 評級「買入」
德銀髮表報告指,對京東(09618.HK)今年下半年收入可按年增長超過20%及市佔提高仍有信心,主因集團持續增加在低線城市的滲透率。
不過,該行提到,近期宏觀疲弱造成部分影響,相信京東的增長會稍爲放緩,因此將集團今年第三季的收入按年增長預測,由25%降至23%,對比市場預期爲按年增26%。展望第四季,德銀相信即將到來的「雙十一」可推動消費者情緒,並抵銷宏觀的不明朗。
德銀下調京東股份目標價,由373元降至362元,評級維持「買入」,同時調低集團今明兩年收入預測分別2%及1%,經調整盈利亦降低3%及10%。
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