《大行》京東(09618.HK)投資評級及目標價(表)
京東-SW(09618.HK)(JD.US)將於本週四(14日)公佈公佈今年第二季業績,雖然可受惠於內地以舊換新及購物節銷促刺激,但公司今年以來積極進軍餐飲外賣及進行鉅額補貼,內地電商平臺早前進行了「外賣大戰」,本網綜合20間券商預測,京東今年第二季非美國通用會計準則下(Non-GAAP)歸屬於公司普通股股東淨利潤介乎43.2億元人民幣至60.81億元,去年第二季144.60億人民幣,按年下跌58%至70.1%,中位數49.53億元人民幣,按年跌65.7%。
面對內地「反內卷」形勢下,京東本月初指京東外賣將繼續堅持反內卷立場,抵制「0元購」等惡性補貼,而投資者將焦點京東管理層最新營運(餐飲外賣及即時零售)策略及海外業務拓展計劃、相關補貼、外賣騎手保障及支出等,關注公司淨利潤端未來會否持續受外賣業務投入的影響,外賣業務對集團業務潛在所帶來協同效應等,而投資者需要關注外賣業務後續投入與管理層利潤改善方案。
下表列出10間券商對京東(09618.HK)評級及目標價:
券商│投資評級│目標價
富瑞│買入│233港元
高盛│買入│187港元
華泰證券│買入│179.72港元
建銀國際│跑贏大市│166.2港元
星展│買入│164港元
東方證券│買入│156.59港元
匯豐環球研究│買入│156港元
摩根大通│買入│155港元
浦銀國際│買入│146港元
美銀證券│買入│145港元
------------------------------------------
下表列出21間券商對美股京東(JD.US)投資評級及目標價:
券商│投資評級│目標價
富瑞│買入│60美元
瑞銀│買入│50美元
招銀國際│買入│50美元
大和│買入│49美元
高盛│買入│48美元
華泰證券│買入│45.79美元
申萬宏源│買入│45.2美元
野村│買入│45美元
海通國際│跑贏大市│45美元
巴克萊│增持│45美元
建銀國際│跑贏大市│42.6美元
星展│買入│42美元
中金│跑贏大市│41美元
里昂│跑贏大市│41美元
中銀國際│買入│41美元
匯豐環球研究│買入│40美元
摩根大通│買入│40美元
交銀國際│買入│40美元
浦銀國際│買入│38美元
美銀證券│買入│37美元
摩根士丹利│與大市同步│28美元
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.