研報掘金|中信證券:關注京東改革的進展及成效並看好長期發展 維持“買入”評級
中信證券發表報吿,預計京東第三財季營收按年升1%至2460億元,非通用會計準測淨利潤89.8億,對應淨利率3.65%。在宏觀逆風、行業競爭及內部調整擾動下,第三財季收入端面臨一定壓力。而在第二季度以來,公司積極強調低價心智與用户增長,大力引入POP商家入駐、提升供給豐富度,並從算法層面推動1P或3P公平競爭。中信證券表示,關注京東在營運、管理層面的諸多改革的進展及成效,並仍看好公司長期發展,給予其目標價為178港元,維持其評級為“買入”。
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