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《大行報告》大和上調京東-SW(09618.HK)目標價至266元 評級「買入」
大和發表報告指出,京東-SW(09618.HK)於上周四(11日)披露首季業績,毛利率及京東零售經營利潤率均較該行預期高出100點子,並實現強勁的盈利,較該行預期高出40%。 該行認為,京東架構重組為收入帶來短期影響,但商品交易總額及盈利繼續呈穩健增長,重申對其「買入」評級,H股目標價由255元上調至266元,對其今年每股盈利預測上調8%。此外,該行認為京東可受惠今年下半年內地宏觀復甦。
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