《大行報告》匯豐研究微升京東健康(06618.HK)目標價至48元 上調盈測反映線下擴張或較預期更保守
匯豐研究發表報告,雖然京東健康(06618.HK)上季及今年首季受到高基數影響,內地近期出現呼吸道感染疫情,令其需求持續,部分抵銷基數影響。加上,健康補充品類別增長強勁,提供進一步緩衝。該行將公司去年、今年及明年收入預測各上調2%,由於收入前景較預期佳,將維持去年盈利預測不變。並將今年及明年非國際財務報告準則純利分別上調14%及3%,主要是公司線下擴張或較預期保守。
該行預料,去年第四季收入按年跌7%至148億元人民幣,意味著去年全年按年升14%,並料去年下半年純利潤率達4.8%,該行將其目標價由47.5元上調至48元,維持其評級為「買入」。(ca/k)
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