《大行報告》高盛引述京東(09618.HK):與騰訊合作無改變 指微信一級及二級入口點僅佔整體流量一小部分
就騰訊(00700.HK)透過向股東實物分派減持京東(09618.HK)股份,高盛發表報告與京東管理層進行溝通,並引述京東管理層表示今次股權變化,不會對雙方合作夥伴關係產生重大影響,指與騰訊的協議於2019年5月續簽三年,將直至2022年5月)。該行引述京東管理層指出目前微信一級和二級入口點,僅佔京東整體流量的一小部分。
至於第四季度業績預期,京東管理層認爲,由於第四季節日較多,消費者傳統上購買誘因較強,加上在宏觀條件疲弱下,促銷期間購買力更加集中。管理層透露,內地新冠肺炎變種病毒爆發,加上旅行限制、供應鏈中斷、令集團業務持續受壓,但仍相信第四季表現有望跑贏同業。高盛維持京東「買入」評級(「確信買入」名單),目標價爲447元。
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