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《大行》瑞銀升京東健康(06618.HK)目標價至51.5元 評級「買入」
阿思達克 07-15 11:29
瑞銀發表報告,預期京東健康(06618.HK)第二季收入按年增長預計達到17%至19%區間(high teens),意味著上半年收入增長將超過20%,高於市場預期的18.6%。同時預計第二季毛利率按年持續上升,受產品銷售利潤率擴張和廣告收入強勁增長推動。 該行指,自第一季以來,公司收入增長、核心業務利潤率趨勢和O2O投資進展均符合預期;管理層目前維持全年指引,可能根據上半年業績和市場發展情況於8月中旬更新。 瑞銀表示,將京東健康2025至2027年收入預測上調2-4%,盈利預測上調6-9%,目標價45元升至51.5元,評級「買入」。
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