京東(09618.HK)低開2% 次季non-GAAP純利勝預期 瑞銀指核心表現強勁
京東-SW(09618.HK)今早(15日)低開2%,報122.6元,市前成交36.04萬股,涉資4,432.18萬元。隔晚(14日)京東美股(JD.US)收跌2.9%,報31.58美元。
集團次季非美國通用會計準則(non-GAAP)下歸屬公司普通股股東的淨利潤按年跌48.9%至73.94億元人民幣(下同),勝市場預期。非美國通用會計準則下每股美國存託股攤薄收益爲4.97元。次季收入3,567億元,按年增加22.4%,高於市場預期。
瑞銀稱,京東次季核心表現強勁,3C電子產品及家電增長勝預期,京東零售利潤率達4.5%創新高兼勝預期。在次季強勁表現後,第三及第四季在高基數下增長動力受市場關注。而外賣市場競爭激烈下,管理層如何平衡投資及集團利潤屬市場焦點。瑞銀予京東美股「買入」評級,目標價50美元。
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