《大行報告》德銀下調京東(09618.HK)目標價至354元 評級「買入」
德銀發表評級報告指,由於近期Omicron爆發及內地多個地區如深圳及上海等封城,該行認為京東(09618.HK)短期不穩定。不過京東重點類別的需求仍然強勁,尤其是快速消費品。
該行表示,是次封城行動由3月中旬開始,現時上海以至整個珠江三角洲疫情仍然嚴峻,基於該行預料內地物流活動由5月份起逐步恢復,以至今年第三季全面恢復,該行相信今年第二季或會成為公司今年最艱難的季度。
該行將公司今年及明年收入預測下調2%及2%,並將經調整純利預測下調4%及3%,目標價由370元下調至354元,維持評級「買入」。(ca/k)
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