《大行報告》里昂下調京東物流(02618.HK)目標價至21.2元 評級「買入」
里昂發表報告,將京東物流(02618.HK)目標價由27.4元下調至21.2元,重申「買入」評級。
里昂指,京東物流首季銷售額按年增長22%,淨虧損收窄至13.5億元人民幣,符預期。外部綜合供應鏈板塊按年增長25%,主要受每客戶平均收入穩定增長推動。
里昂指,目前新冠疫情可能會干擾京東物流的執行能力,並推高次季成本,但同時亦帶來新機會,因為更多的客戶已經意識到綜合物流重要性。該行將其今年全年收入預測下調6%以反映疫情帶來的影響。
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