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《大行報告》京東(09618.HK)投資評級及目標價(表)
京東-SW(09618.HK)將於下周三(10日)公布今年首季業績,受益於新業務(京喜及國際業務)虧損減少,百億補貼項目在平台吸納客方面有提升作用,抵銷了部份集團重整3P業務、受房地產影響令家電品類回暖較滯後等影響,本網綜合12間券商,預期京東2023年首季非公認會計準則下歸屬於普通股股東的淨利潤介乎50.07億至56.2億元人民幣,較2022年首季40.32億人民幣,按年上升24.2%至39.4%;中位數53.87億人民幣,按年升33.6%。 綜合3間券商預期京東2023年首季錄得虧轉盈,純利介乎23.33億元至30.98億人民幣,對比2022年同期錄得虧損29.91億人民幣。本網綜合14間券商,預期京東2023年首季收入介乎2,358億元至2,414.22億人民幣,較2022年首季收入2,396.55億人民幣,按年跌1.6%至升0.7%;中位數2,396.38億人民幣,按年近持平。本網綜合14間券商,預期京東2023年首季收入介乎2,358億元至2,414.22億人民幣,較2022年首季收入2,396.55億人民幣,按年跌1.6%至升0.7%;中位數2,396.38億人民幣,按年近持平。投資者將關注京東行業競爭、業務復甦及管理層指引(如降本增效措施、毛利率指引)。 本網最新綜合12間券商對京東(09618.HK)投資評級及目標價: 券商│投資評級│目標價(港元) 富瑞│買入│358港元 瑞信│跑贏大市│305港元 大華繼顯│買入│267港元 大和│買入│255港元 建銀國際│跑贏大市│241港元 野村│買入│231港元 招商證券國際│增持│220港元 麥格理│跑贏大市│205港元 廣發証券│買入│198.61港元 瑞銀│中性│169港元 摩根大通│中性│165港元 交銀國際│中性│151港元 ----------------------------------- 本網最新綜合18間券商對京東(JD.US)投資評級及目標價: 券商│投資評級│目標價 富瑞│買入│92美元 法巴│買入│90美元 瑞信│跑贏大市│78美元 大華繼顯│買入│72美元 花旗│買入│68美元 中信証券│買入│64美元 建銀國際│跑贏大市│61.8美元 招銀國際│買入│61.2美元 摩根士丹利│增持│60美元 里昂│買入│60美元 華興資本│買入│60美元 野村│買入│59美元 招商證券國際│買入│56美元 匯豐環球研究│買入│55美元 中金│跑贏行業│55美元 廣發証券│買入│50.6美元 瑞銀│中性│43美元 摩根大通│中性│42美元
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