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《大行報告》麥格理上調京東(09618.HK)目標價至207元 評級「跑贏大市」
麥格理發表報告指,京東-SW(09618.HK)首季經調整盈利勝於預期,是由於正在進行的精簡營運。第三方市場見證了年初至今隨著商家和消費者群不斷增長而取得的初步進展。該行分別上調集團2023及2024財年的收入預期1%,而經調整盈利潤預測則分別增8%及5%,又上調目標價1%至207元,評級為「跑贏大市」。 該行表示,預計京東今年第二季收入按年增長5%,其中,京東零售收入按年增長1%,GMV趨勢更快,按年增長7%。考慮到即將到來的618促銷和持續成本優化工作的綜合影響,預計其經調整淨利潤將達到68億元人民幣,經調整淨利率為2.4%。
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