《大行報告》摩通下調京東-SW(09618.HK)目標價至165元 評級「中性」
摩根大通發表報告指,予京東-SW(09618.HK)「中性」評級,下調目標價由270元降至165元。該行指,如果投資者重新對當前預測的實現有信心,料股票可以上漲40至80%,惟一旦目標未能實現,除了盈利削減外,該股或較其他成熟的同行下調評級。
該行認為,投資者需要數個季度才能重新建立對京東的投資預期,料在此期間,公司收入增長及100億人民幣補貼計劃所帶來的投資回報(ROI)等將作為其股票的主要驅動因素。
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