《大行報告》麥格理降京東物流(02618.HK)目標至8.3元 重要客戶開支堅韌
麥格理發表報告指,京東物流(02618.HK)2023年第四季營業收入基本符合預期,而經調整後淨利潤則因為持續成本控制而超出市場預期。另外,公司重點客戶較中小企業客戶表現出更具韌性的趨勢,當中客戶數量和年支出均有適度增長。該行上調了公司的盈利預測,目標價由9港元下調至8.3港元,不過因應京東物流的交易價格持續高於其他物流同業,因此維持京東物流的「中性」評級。
另外,麥格理亦預計京東物流2024年的總營業收入將按年增長10.5%,當中外部及內部收入會分別按年增加15%及6%,並預測2024年經調整後淨利潤將達39億元人民幣。(js/u)
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