《大行報告》麥格理降京東物流(02618.HK)評級至「中性」 目標價下調至12元
麥格理發表評級報告指,對京東物流(02618.HK)的增長前景持更審慎態度,即使最近收購德邦快遞,為第三季貢獻約1.1億元人民幣,令其利潤有所增長,但該行相信,德邦快遞的增長也面臨瓶頸,對集團的協同作用有限。
該行表示,將對公司明年及2024年的收入預測分別下調11%及17%,以反映宏觀環境疲軟,由於來自京東零售的內部業務是更有利可圖,而其展望前景下調或令公司明年及2024年盈利預測下調2%及22%。
該行預料東京物流於2024年或之後,能保持穩定利潤率,並將其目標價由20.9元下調至12元,將其投資評級由「跑贏大市」降至「中性」。
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.