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《大行報告》瑞銀上調京東(JD.US)目標價至80美元 評級「買入」
瑞銀發表研究報告,輕微下調京東(JD.US)近期的收入預測,惟上調其今年下半年的收入陷預測,以反映防疫限制較預期早放寬。由於政府支持房地產和潛在消費的政策,對京東的家電業務尤其有利,故料集團收入增長將由首季至次季提速,並在下半年進一步加快。 該行將2022年第四季和今年第一季的收入預測分別下調0.2%,並分別下調經調整淨收入6.5%和8.8%,以反映疫情對重新開放後造成的干擾。然而,該行將今年全年收入按年增長預測上調至12.8%,又下調今年經調整淨利潤率18個基點至2.7%,以反映更多投資以推動增長。該行維持京東美股「買入」評級,目標價由70美元上調至80美元,相當於京東(09618.HK)港股目標價314元。
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