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《大行》美銀證券升京東健康(06618.HK)目標價至50元 料上半年業績勝預期
阿思達克 07-15 09:22
美銀證券發表報告,料京東健康(06618.HK)上半年業績表現將勝市場預期。該行將京東健康2025年上半年的收入按年增長預測由原先19%上調至21%,經調整營運利潤預測由19億元人民幣(下同)上調至22億元。 展望下半年,該行預計京東健康將繼續有效執行其核心策略,擴大市場份額,加強與上游藥房和品牌的合作,優化營運以促進重複購買和交叉銷售,進行市場營銷以提升用戶品牌認知。因此對公司下半年的收入增長更加樂觀。 該行基本維持對京東健康下半年營運支出的預估,預計公司將把利潤再投資於O2O業務的增長。考慮到更快的增長前景,將2025至2027年經調整淨利潤預測上調6%至8%。基於現金流折現法的目標價從43港元上調至50港元,重申「買入」評級。
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