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《大行報告》富瑞下調京東物流(02618.HK)目標價至27元 評級「買入」
阿思達克 11-21 10:06
富瑞發表報告指,京東物流(02618.HK)第三季收入及非國際財務報告準則盈利,均優於該行預測;管理層強調已考慮到部分因素,推動增長上升走勢回至疫前水平,而長遠而言,專注於關鍵垂直領域的價值創造,以及解決客戶問題,是十分重要。 該行指,扣除德邦快遞,料公司總收入按年增約11%至340億元人民幣,以考慮到內部收入下跌約單個位數,主要受到靖西的戰略性調整;該行亦預料,公司今年第四季毛利率或會持續改善,以及全年非國際財務報告準則盈利會達致收支平衡。 該行將其目標價由29元下調至27元,維持其評級為「買入」。(ca/w) ~
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