大行評級|麥格理:上調京東物流目標價至9.6港元 維持“中性”評級
麥格理髮表報吿指出,京東物流首季業績超預期,主要受惠於內部供應鏈收入的改善,且部分受惠於京東零售業務的銷售復甦,以及降低運輸門檻。該行展望,京東物流的收入結構改善,內部供應鏈收入增長加速,該行對公司的盈利前景更為樂觀,上調對其盈利預測,料今年經調整淨利潤率達2.4%,處於公司指引範圍的上限。該行將京東物流今明兩年的淨利潤預測分別上調16%,以反映強勁的盈利前景。
該行將其目標價由8.3港元上調至9.6港元,維持“中性”評級。
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