《大行報告》野村上調京東物流(02618.HK)目標價至19元 評級「買入」
野村發表研究報告指,京東物流(02618.HK)第三季指標數字超出市場預期,總收入按年升39%至358億元人民幣(下同),高於該行預期1%;非通用會計準則經營利潤率按年增長3.5個百分點至0.7%,勝於該行預測。
該行引述管理層表示,展望第四季,由於疫情防控帶來的負面影響,對近期前景持謹慎態度。該行將集團2023財年的收入預測下調2%,以反映消費者信心復甦放緩,並將每股盈測上調6%。該行維持「買入」評級,將目標價從18元上調至19元。
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