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《大行報告》美銀證券:京東健康(06618.HK)寵物健康護理業務獲母公司支持 業務發展正面
京東健康(06618.HK)公布,擬以對價不超過3.554億美元向控股股東京東集團(09618.HK)購買資產,目標產品包括寵物處方藥/處方糧、寵物營養品、寵物驅蟲、寵物奶粉、寵物口耳眼清潔等類別的寵物健康相關產品。 美銀證券發表報告指,京東健康(06618.HK)的寵物健康護理業務獲母公司支持,對其業務發展正面。而有關資產的稅前純利,估計佔京東健康去年經調整稅前利潤約6%,預期交易將很快完成,京東健康或會於今年將資產整合約四至六個月。 該行指,維持對京東健康股份「買入」評級,目標價80元,預計是次資產收購將豐富集團的產品線,並可加強其與供應商和商家的關係,形成更全面的生態系統及創造一站式解決方案。
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