《大行報告》麥格理將京東(09618.HK)納入買入主題名單 剔出同程旅行(00780.HK)
麥格理發表報告指,京東(09618.HK)是疫情導致物流中斷緩解的最大贏家,其上行潛力大於下行風險,將京東納入買入主題名單,同時剔出同程旅行(00780.HK)。
麥格理認為,在強勁的勢頭和類別擴張的背景下,預計京東經調整利潤在2021-2023年以30%-40%的複合年增長率恢復,認為4月下旬以來,物流行業的逐步復甦,可能會釋放一些履約壓力,而更審慎的吸納用戶策略和新業務發展(社區團購等)作為節省成本的渠道,可能會創造進一步的經營槓桿。
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.