《大行報告》瑞銀降京東-SW(09618.HK)目標價至140元 反映上市附屬最新合理值
瑞銀發表研報指,京東-SW(09618.HK)(JD.US)擁有穩固執行力,應有助於抵禦宏觀不利因素和業務轉型帶來的挑戰,預測2023年第四季收入將按年增長2%,當中京東零售收入料升1%,集團經調整經營溢利估計達到76億元人民幣,按年持平,經調整經營利潤率料約2.5%。
去年業務轉型後,瑞銀相信京東今年收入增速將提升,長遠而言集團在用戶支持及商戶生態系統的投資亦將得到回報,計及到其上市子公司最新公允價值,將H股目標價從152港元下調至140港元,美股目標價從39美元降至36美元。
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