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《大行報告》大摩升京東物流(02618.HK)評級至「與大市同步」 目標價上調至8.9元
阿思達克 12-29 10:03
摩根士丹利發表報告,將升京東物流(02618.HK)評級由「減持」至「與大市同步」 ,認為持續穩健的盈利貢獻和市場對跨境電子商務的高漲情緒可能會帶來上行風險。不過,核心供應鏈前景疲軟將帶來估值壓力。該行將京東物流目標價由8元升至8.9元。 大摩預計,京東物流第三季利潤按年翻倍,佔同期非國際財務報告準則利潤總額的70%。該行現時預測 京東物流明年非國際財務報告準則淨利潤率為1.9%,處於公司指導區間1.5%至2.5%中間,而之前為1.5%。
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