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《大行報告》京東(09618.HK)投資評級及目標價(表)
京東集團-SW(09618.HK)將於於本周三(6日)於港股收市後公布去年第四季業績,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及宏觀經濟挑戰等因素影響。本網綜合15間券商預測,京東2023年第四季非美國通用會計準則下(non-GAAP)歸屬於普通股股東的淨利潤介乎60.32億元至75億人民幣,較2022年同期的76.59億人民幣,按年下跌2.1%至21.2%,中位數71.72億人民幣,下跌6.4%。 綜合4間券商預測,京東2023年第四季歸屬於普通股股東的淨利潤介乎38.98億元至51.55億人民幣,較2022年同期的32.21億人民幣,按年增長28.6%至70%,中位數47.39億人民幣,按年升56%。投資者將關注對公司業務重整進度,內地電商競爭環境,摩根士丹利認為網易管理層給予今年首季指引(GMV及收入增長)及評論將為股價催化劑。 下表列出13間券商對京東(09618.HK)投資評級及目標價: 券商│評級│目標價 富瑞│買入│312港元 高盛│買入│205港元 星展│買入│181港元 廣發証券│買入│170.92港元 建銀國際│跑贏大市│156.1港元 美銀證券│買入│149港元 匯豐環球研究│買入│148港元 招商證券國際│增持│147港元 大和│買入│140港元 工銀國際│跑贏大市│139.55港元 大華繼顯│買入│135港元 交銀國際│中性│115港元 摩根大通│中性│99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│評級│目標價 富瑞│買入│80美元 高盛│買入│53美元 招銀國際│買入│52美元 華泰証券│買入│48.55美元 法巴│買入│46美元 中銀國際│買入│46美元 星展│買入│46美元 廣發証券│買入│43.84美元 美銀證券│買入│38美元 花旗│買入│42美元 海通國際│跑贏大市│40美元 建銀國際│跑贏大市│40美元 中信証券│買入│40美元 匯豐環球研究│買入│38美元 招商證券國際│增持│38美元 瑞銀│買入│36美元 工銀國際│跑贏大市│36美元 野村│買入│36美元 里昂│買入│34美元 中金│跑贏行業│32美元 交銀國際│中性│30美元 摩根士丹利│與大市同步│27美元 摩根大通│中性│25美元
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