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《大行報告》京東(09618.HK)投資評級及目標價(表)
京東集團-SW(09618.HK)將下周三(15日)在港股收市後公布今年第三季業績,在內房市場處調整階段影響京東電子產品及家電等終端銷售(高盛料京東在內地家電於去年線上及線下市場份額為36.5%,遠高於阿里巴巴旗下天貓及蘇寧),並受去年高基數、季節性因素(天氣炎熱導致冷氣等家電旺季提早第二季釋放)、手機銷售延後及宏觀經濟挑戰等因素影響,本網綜合21間券商預測,京東2023年第三季非公認會計準下普通股股東淨利潤料介乎85.67億至104.89億元人民幣,對比去年同期100.4億元人民幣,按年下跌14.7%至上升4.5%。中位數90.93億元人民幣,按年減少9.4%。 綜合6間券商預測,京東2023年第三季純利料介乎67.26億至73.02億元人民幣,對比2022年同期59.63億元人民幣,按年增加12.8%至22.5%。中位數70.46億元人民幣,按年增加18.2%。投資者將關注京東管理層對業務重整進度、增長前景指引(瑞銀指市場同業料京東第四季收入增長2.5%)、在行業競爭下京東零售毛利率趨勢,股份回購指引等 下表列出17間券商對京東集團-SW(09618.HK)投資評級及目標價: 券商│投資評級│目標價 富瑞│買入│312港元 星展│買入│206港元 高盛│買入│205港元 廣發証券│買入│198.16港元 建銀國際│跑贏大市│183港元 大華繼顯│買入│183港元 中信証券│買入│178港元 野村│買入│174港元 美銀證券│買入│169港元 法國巴黎銀行│買入│167港元 大和│買入│162港元 天風証券│買入│141港元 招商證券國際│增持│137港元 匯豐環球研究│買入│132.2港元 麥格理│中性│124港元 摩根大通│中性│120港元 交銀國際│中性│111港元 下表列出23間券商對京東(JD.US)投資評級及目標價: 券商│投資評級│目標價 富瑞│買入│80美元 招銀國際│買入│56.5美元 高盛│買入│53美元 星展│買入│52美元 廣發証券│買入│50.63美元 大華繼顯│買入│48美元 建銀國際│跑贏大市│46.9美元 華泰証券│買入│46.34美元 中信証券│買入│46美元 野村│買入│45美元 里昂│買入│45美元 中金│跑贏行業│44美元 花旗│買入│43美元 美銀證券│買入│43美元 法國巴黎銀行│買入│43美元 海通國際│優於大市│40美元 瑞銀│買入│39美元 匯豐環球研究│買入│38美元 招商證券國際│增持│35美元 摩根士丹利│與大市同步│33美元 麥格理│中性│32美元 摩根大通│中性│31美元 交銀國際│中性│29美元
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