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《大行報告》花旗:京東(09618.HK)遭騰訊減持後提供吸引買入機會 重申爲行業首選
花旗發表報告表示,宏觀經濟持續面臨挑戰,由於新冠確診病例趨升和全球供應鏈持續中斷,料京東(09618.HK)去年12月收入趨勢會弱於預期,而京東首度成央視春晚獨家互動合作夥伴,決定下調對其今年首季盈利預測。該行重申對京東(JD.US)「買入」評級及將目標價由115美元下調至109美元,反映對公司旗下附屬估值預測下降等因素。 該行指,騰訊(00700.HK)減持京東持股後,相信正提供一個吸引切入點,雖然宏觀經濟增長放慢,但該行認爲京東基本面鞏固,藉穩固的供應鍵產能可支持公司表現續優於同業,該行重申京東爲行業首選。 花旗估計京東去年第四季經調整收入爲2,748億人民幣(按年升22.5%),市場料爲2,789億人民幣;該行料京東去年第四季非通用會計準則純利爲23.2億人民幣,對比市場預測26億人民幣,料京東上季業績表現可符合市場預期。
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