《大行》野村升京東健康(06618.HK)目標價至52元 上半年收入及盈利料勝預期
野村發表研究報告指,預計京東健康(06618.HK)上半年的收入和盈利或將勝於預期。該行料公司次季總收入將按年增長16%,藥品、營養品及醫療器材銷售分別增長超過20%、約15%和約11%。
另外,京東健康的母公司京東-SW(09618.HK)(JD.US)在第二季積極投資食品配送和快速配送,可能為京東健康的業務帶來意外收益,因此其核心B2C業務或受惠於用戶使用京東應用程式,而其蓬勃發展的ODS(按需銷售)業務亦可能受惠於京東持續增長的配送網路。此外,內地的以舊換新補助亦提升了京東健康醫療器材銷售額。
該行將公司目標價由49元上調至52元,維持「買入」評級。
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