《大行報告》里昂微降京東物流(02618.HK)目標價至21.1元 評級「買入」
里昂發表研究報告,指京東物流(02618.HK)次季銷售按年升20%,non-IFRS純利按年轉正,經調整純利2.13億元人民幣,勝預期。次季用戶增長大致穩定,外部整合供應鏈板塊按年升11%。每客戶平均收入按年跌2%,受累疫情及外圍增長放緩。完成收購德邦物流料有助遠程運力及為京東物流帶來更多客戶。
報告上調京東物流2022至2024財年收入預測0%至4%,以反映標準產品增長強勁,但目標價由21.2元微降至21.1元,重申「買入」。
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