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《大行報告》德銀上調京東(09618.HK)目標價至335元 評級「買入」
德銀發表研究報告指出,由於近期內地重新開放早過預期,該行對今年內地消費復甦及京東(09618.HK)收入重新加速更具信心。雖然公司首季零售額或因染疫個案激增及勞動力短缺而繼續波動,但估計第二季起將因市場被壓抑的需求及「618」促銷的推動下而開始穩健反彈。 該行對京東2022財年預測大致不變,但將2023財年收入預測上調1%及經調整純利預測上調3%,以反映較好的消費前景與經營槓桿。目標價由294元上調至335元,維持「買入」評級,料公司第四季總收入達2,960億元人民幣,按年增長7%;非通用會計準則純利按年升55%至55億元人民幣。
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