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《大行報告》瑞銀下調京東(JD.US)目標價至60美元 評級「買入」
阿思達克 03-13 11:14
瑞銀發表研究報告指出,儘管京東(JD.US)管理層預期今年首季收入按年增長持平,該行仍然估計公司今年收入將加速增長。雖然京東的增長率不如投資者預期,但該行認為目前股價已過分調整,現價相當於今年預測市盈率的14倍,市盈增長率約0.6至0.7倍,為行業中較低水平。 該行對京東的今明財年收入預測下調2.7%及4.1%,以反映今年首季疲弱情況,以及復甦速度放緩;對今年首季收入預測下調6.1%,至2,408億元人民幣,相當於按年增長0.5%;全年增長改善至10%。另預期今年經調整淨利潤率增長12點子至2.9%。對其目標價由80美元下調至60美元,維持「買入」評級。
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