《大行報告》瑞信下調京東健康(06618.HK)目標價至80元 評級「跑贏大市」
瑞信發表研究報告,指京東健康(06618.HK)上周三(24日)早上業績會議後股價曾波動,市場或憂慮下半年增長,毛利率收縮、以及未來線上藥物銷售監管。由於產品組合轉變,上半年毛利率下滑,公司指引長遠毛利率料介乎25%至30%。
報告引述管理層指,今年收入增長料介乎39%至43%,non-IFRS經調整純利率料5%。公司冀在盈利能力及投資增長機遇中取得平衡。該行維持京東健康作為線上醫健領域首選股,升今年至2024年各年盈測,目標價由82元降至80元,評級「跑贏大市」。
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.