《大行》瑞銀升京東物流(02618.HK)目標價至18元 維持「買入」評級
瑞銀發表研究報告指,京東物流(02618.HK)次季業績大致符合預期。收入增長令市場驚喜,按年升幅為17%;盈利則符合預期,惟非國際財務報告準則淨利潤率5%,則略遜於預期。
該行指出,京東物流管理層對達成全年增長目標有更大信心,即目標總收入及非國際財務報告準則淨利潤分別達到雙位數和中個位數增長。管理層又考慮到其新開設的食品配送服務的潛在貢獻,料其全年收入增長或超越市場預期。
該行表示,由於該公司的樂觀情緒,上調財務預測,預計公司今年的收入增長16%,而非國際財務報告準則淨利潤則升6.5%。另外,該行將公司目標價由17.4元調升至18元,維持「買入」評級。
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