《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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