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《大行報告》摩通上調京東物流(02618.HK)目標價至17元 評級「增持」
阿思達克 05-15 10:44
摩根大通發表報告,將京東物流(02618.HK)2023財年EBITDA預測下調7%,以反映首季與疫情相關的一次性成本。該股今年以來表現跑輸恆生綜合指數17個百分點,該行認為這是由於投資者擔心京東集團推百億人民幣補貼和重組可能帶來的利潤率壓力。 摩通認為,隨著京東重組接近尾聲,一旦投資者意識到百億人民幣補貼計劃對利潤率的影響有限,料京東物可能出現催化劑。維持「增持」評級。目標價由16元上調至17元。
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