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大行評級|大摩:預計以舊換新計劃可提升京東上季營收和利潤 目標價41美元
格隆匯 01-20 14:06

摩根士丹利發表報吿,預計京東上季業績勝預期,以舊換新計劃可提升公司上季營收和利潤,並支持今年增長。

大摩預期,京東上季總收入將按年上升10.5%,相對於市場預期按年上升6%,主要受以舊換新計劃提振。non-GAAP淨利潤料為102億元,按年增長22%,意味着non-GAAP淨利潤率為3.02%,按年增長27基點。大摩預期,京東今年總收入將按年增長6.9%,相對於市場預期按年上升6%,料non-GAAP淨利潤料為500億元,按年增長6%,意味着non-GAAP淨利潤率為4.05%。

該行予其“與大市同步”評級,目標價41美元。

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