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大行評級|招銀國際:上調京東目標價至54美元 預計上半年營收保持兩位數增長
格隆匯 03-11 10:54

招銀國際發表報告指,京東去年第四季營收加速按年增長13%,超預期4%;非GAAP淨利潤按年增長34%,超預期22%,得益於政策利好與持續的提效措施。該行預計京東將在今年上半年保持兩位數的營收增長,今年第四季實現高基數增長,預計今年營收和非GAAP淨利潤分別按年增長9.2%和8.7%。按品類,管理層指出,自今年一季度以來,家電、智能手機和個人計算機的需求回升,超市需求也有穩健增長。

招銀國際維持對京東“增持”評級,作爲政策刺激的主要受惠者,長期盈利增長前景向好;7%的股東回報率富有吸引力,目標價上調至54美元。

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