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《大行報告》花旗上調京東(JD.US)收入及盈利預測 評級「買入」
花旗發表報告指,京東-SW(09618.HK)(JD.US)公布首季業績,同時宣布現任首席財務官許冉,將接替徐雷擔任集團首席執行官,對有關管理層變動感到意外,但根據過往交流經驗,仍相信許冉可帶領京東進行營運調整,在客戶至上的理念及發展戰略上,繼續推動利潤高質量增長及可持續股東回報。 該行表示,將京東2023至2025年收入預測上調0.6%、1%及1%,非通用會計準則下淨利潤預測則上調18.3%、31.7%及28%,以反映對今年第二季及全年的前景復甦預期,維持京東(JD.US)目標價為68美元不變。 考慮到京東估值不高以及營運扭虧為盈的預期,該行重申對京東(JD.US)「買入」評級,相信京東將成功推進今次的業務重組,在利潤穩步改善下可實現收入增長重新加快。
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