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《大行報告》野村下調京東-SW(09618.HK)目標價至275元 評級「買入」
野村發表報告,指京東-SW(09618.HK)維持原先8月所列指引,即料第三季綜合收入按年增約10%,京東零售收入呈中至高單位數的百分比增長。該行表示,監於內地仍採取嚴厲防疫措施,以致消費者仍需一段時間恢復信心,但注意到即使內地電子商務市場恢復步伐緩慢,目前已從次季的低谷中復甦起來。該行料,京東第三季總收入按年增11%至2,440億元人民幣,符合市場最新預測。 展望第四季,該行表示,在零售需求持續恢復的推動下,料京東零售收入或錄得按年10%增長,較第三季的預測按年9%增長加快;該行將公司今年及明年收入預測各下調1%,主要是該行將下半年非零售收入預測下調15%,以及公司今年及明年每股盈測分別下調2%及1%,故將其H股目標價由298元下調至275元,維持其評級爲「買入」。
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