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《大行報告》里昂升京東物流(02618.HK)目標價至20元 上調中通-SW(02057.HK)至244.51元
里昂發表研究報告指,儘管中國重新開放後可能會出現多次新冠疫情爆發,但料對物流和工業生產的影響將會有限,而快遞營運商將受惠於履約率提高。順豐控股(002352.SZ)和京東物流(02618.HK)受行業驅動程度較低,預計它們的盈利能力將繼續改善,並列它們為行業首選。 該行維持順豐「買入」評級,目標價由59.9元人民幣上調至72.6元人民幣;京東物流目標價由17.6元上調至20元,續籲「買入」;里昂維持中通-SW(02057.HK)「跑贏大市」評級,目標價由187.31元升至244.51元。
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