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大行評級 | 富瑞:京東物流(2618.HK)數據和協同網絡核心能力在同業中突出 評級“買入”
格隆匯 10-13 11:25
格隆匯10月13日丨富瑞發研報指,京東物流(2618.HK)在數據和協同網絡方面的核心能力,可令集團在同業中突圍而出,將其目標價由31港元下調至29港元,維持“買入”評級。該行預計,集團第三季總收入將同比增長14.7%至295億元人民幣。毛利率方面,該行料可擴張至6%,惟仍低於第二季時的高峯,而非國際會計準則純利則料保持收支平衡。隨着踏入第四季,該行料總收入將同比增13%,並料毛利率為7.2%,而非國際會計準則純利率維持不變約為2%。該行重申,對集團抱持積極看法,認為集團可在集成供應鏈解決方案中跑出並佔據市場份額。該股現報12.38港元,總市值817億港元。

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