《大行報告》交銀國際:京東(09618.HK)料次季收入按年增長5% 調整後淨利潤按年增27%
交銀國際估計,京東-SW(09618.HK)今年第二季度總收入為2,806億元人民幣(下同),按年增長5%,對比市場一致預期的4%,料調整後淨利潤為82億元(高於市場一致預期的76億元)按年增27%,估計淨利潤率按年提升50個基點至2.9%。
該行預計京東2023年收入及利潤將按年各增3%及10%,零售業務結構優化以及新業務減虧帶動公司利潤率按年提升20個基點至2.9%。該行維持京東目標價159港元,評級「中性」。
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