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遭大行唱淡 京東(09618.HK)跌逾11%創上市低
京東(09618.HK)遭多間大行唱淡並調低目標價,今日股價低開7.4%創在港上市低位後,跌幅擴大,現跌11.05%,報104.7元。成交量1,729萬股,涉資18.5億元。隔夜美股京東(JD.US)收跌8.27%報27.83美元。 野村認為,京東零售環境未見明顯改善,據管理層所述,自第三季內地零售市道沒有明顯復甦,當局自9月開始推出措施挽救房地產行業,而京東作為內地最大家庭電器零售商,未見措施對電器銷售有正面作用,將京東港股目標價由187元下調至174元,評級維持「買入」。 花旗指,在消費市道趨向溫和、比較基數高、競爭激烈、公司重組影響下,將京東第三季及第四季收入預測分別下調3.4%及4.3%,至2,456億及2,994億元人民幣,按年增長0.8%及1.3%。將京東美股目標價由64美元下調至43美元,維持「買入」評級。 摩根士丹利將京東美股的評級由「增持」下調至「大市同步」,目標價由55美元削減40%至33美元,預期疲弱的消費情緒及京東業務和策略調整將繼續影響其第三季收入增長和利潤率,集團於明年的增長和盈利能力仍然存在不確定因素。 另外,中金預計京東第三季收入按年增長1.4%,之前預測為4.5%,並下調美股目標價14%至44美元。
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