大行評級丨花旗:料京東Q3收入增長超預期,維持目標價52美元及買入評級
花旗發表研究報吿表示,京東(JD.US)預計將初步受惠於家電以舊換新的刺激措施,相信自9月以來家電需求呈現改善,或導致集團今年第三季的收入增長超出預期。考慮到7月和8月的宏觀環境相對平淡,該行認為集團在銷售和市場推廣方面的開支不多,或導致利潤增長超出預期。因此,預期集團第三季業績穩固。展望第四季,京東已啟動雙十一促銷活動,相信今年的促銷活動對平台獲取流量和捕捉消費反彈至關重要。因此,該行相信包括集團在內的所有電子商務平台將加大促銷活動,以增強消費者的支出意識。該行維持集團目標價52美元及買入評級。
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