《大行報告》大和下調京東物流(02618.HK)目標價至22元 料次季業績按季改善
大和發表評級報告引述管理層指,京東物流(02618.HK)業務已從4月份的最差水平恢復回來,惟當月仍錄得按年正增長;在5至6月期間,內地仍有零星的新冠確診個案,但未對公司營運構成重大風險,而履行時間亦較4月有所改善。
該行表示,受惠季節性因素,尤其在618線上購物節,以及主要在4月份延遲收入確認已開始履約,預料京東物流次季收入按季升12%至300億元人民幣,並經調整後虧損為6億元人民幣,料上半年錄得淨利潤。
該行下調集團2022至24年收入預測1%至3%,並將其目標價由27元下調至22元,重申評級「買入」。(ca/k)
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