《大行報告》中金下調京東物流(02618.HK)目標價至18.5元 評級「跑贏行業」
中金發表報告,指京東物流(02618.HK)去年收入按年升31.2%至1,374億元人民幣,符合市場預期,淨虧損則達14億元人民幣;非國際財務報告準則(non-IFRS)計純利達8.66億元人民幣,按年轉為正面,符合該行預期。
中金預料,公司今年首季收入增長緩慢,主要是京喜拼拼業務架構調整、家庭收入和消費情緒復甦需時,而營運成本因疫情影響而承壓,並預料首季盈利按年持平,而整體復甦仍然疲弱。
中金表示,將公司今年non-IFRS純利預測下調10%至15.1億元人民幣,同時將明年盈利預測大致上維持不變,達24.2億元人民幣。該行將其目標價下調15%至18.5元,維持其評級為「跑贏行業」。
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