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大行評級 | 花旗:對京東集團新管理層有信心 調高收入及純利預測 目標價68美元
格隆匯5月12日丨花旗發研報指,對於京東集團(JD.US)的管理層變動感到驚訝,但預料新的首席執行官可帶領集團專注於高質量的利潤增長以及可持續的股東回報。該行的美股目標價維持68美元;基於估值不高,且預期可扭虧為盈,重申“買入”評級。該行將京東2023、24及25年的收入分別調高0.6%、1%及1%;非通用會計準則淨利潤調高18.3%、31.7%及28%。預計今年二季度收入同比增4.2%至2788億元,非通用會計準則淨利潤則為81億元,利潤率2.91%。

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