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《大行報告》花旗微降京東(JD.US)目標價至42美元 料上季業績符預期
阿思達克 01-25 15:43
花旗發表評級報告,料京東(JD.US)上季業績符合預期,或有機會勝於預測,管理層早前留意到集團增長與宏觀經濟息息相關,相比起內地總零售銷售增長,有信心今年會有較高增長水平。踏入2024年,該行相信,京東作為即將舉行的農曆春晚贊助商,或能重新吸引其用戶注意,以及加深新用戶的滲透度,尤其是低線城市。加上持續專注於低售價,3P策略和升級客戶服務,該行相信,這或會加速用戶增長、購買頻率及開支佔比。 該行將其目標價由43美元下調至42美元,維持其評級為「買入」,以反映估值不高,又指任何宏觀增長反彈將會是京東增長的積極推動力。(ca/cy) ~
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