《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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