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大行評級|摩根大通:維持京東物流“增持”評級及目標價17港元
摩根大通發表報吿,預計京東物流首季收入按年增長一成至404億元,將符合該行及市場預期。按客户劃分,來自京東的收入將按年錄得中單位數增長,而來自外部客户的收入將有低雙位數增長,因其比較基數較低,以及快遞包裹及貨運出現強勁增長。摩通稱,預計京東物流首季將實現收支平衡,因在與德邦進行網絡整合以及公司持續削減成本下,公司毛利率將會繼續有所改善,維持京東物流“增持”評級,目標價17港元不變。
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