《大行報告》野村下調京東物流(02618.HK)目標價至25元 評級「買入」
野村發表報告,預期在3月底中國多地因疫情封城之前,京東物流(02618.HK)今年首兩個月的業務繼續有穩健增長。首季計,因疫情的負面影響,該行料集團收入按年增長21%,低於早前預期的27%,及去年第四季的增長28%。
雖然近期受到疫情帶來的挑戰,但該行仍然看好京東物流在中國的綜合供應鏈服務的領導地位,主因有京東集團(09618.HK)的強大支持、倉儲能力在行業領先,及有強勁的客戶基礎。
野村下調京東物流股份目標價,由27元降至25元,評級維持「買入」,並調低集團今明兩年收入預測分別2%及3%。因疫情影響,今年非一般通用會計準則的淨利潤率預測亦下調0.9個百分點。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.