大行評級|瑞銀:上調京東目標價至261港元 重申“買入”評級並續列爲中國互聯網首選股
瑞銀髮表研報指,京東上季業績勝預期,收入按年增長13%,經調整經營利潤及淨利潤均增長34%,分別較市場普遍預期高9%、10%及19%,認爲集團發展前景樂觀,電子產品和家電銷售強勁增長勢頭預期將在2025年延續。瑞銀目前預測京東2025年收入將按年增長9%,當中首季收入料增長11%,受到利潤率較高的第三方業務貢獻增加所推動,全年經調整淨利潤率達4.1%,盈利料錄約9%增長。瑞銀繼續列京東爲中國互聯網首選股,將目標價從250港元上調至261港元,重申“買入”評級,今明兩年每股盈利預測上調4%至5%。
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