《大行報告》京東(09618.HK)投資評級及目標價(表)
京東(09618.HK)(JD.US)將於下周三(19日)於港股收市後及美國市場開市前公布今年首季度業績,市場預期京東2021年首季度收入將上升,但公司加大社區團購業務「京喜拼拼」投資、提高下沉市場淺透率及疫後加強市場推廣支出,料將影響毛利率,本網綜合13間券商預測,京東2021年首季非通用會計準則純利料介乎32.1億至40.41億元人民幣,較2020年首季29.72億元人民幣,按年上升8%至36%;中位數為35.49億元人民幣,按年上升19.4%。
綜合7間券商預測,京東2021年首季純利料介乎17.34億至40.17億元人民幣,較2020年首季純利10.73億元人民幣,按年上升61.6%至上升274.4%;中位數為24.32億元人民幣,按年增加1.26倍。綜合14間券商預測,京東2021年首季收入料介乎1,911.56億至1,968.11億元人民幣,較2020年首季1,462.05億人民幣,按年上升30.7%至34.6%;中位數為1,933.36億元人民幣,按年升32.2%。投資者將關注內地監管政策對電商行業的影響﹐會否令用戶增長放緩,並期待管理層最新監管及業務指引,包括其「自營+開放平台+京喜」的多線齊進的零售策略。
本網列出15間券商對京東港股評級及目標價:
券商│投資評級│目標價(港元)
星展│買入│563元
中信建投│買入│474元
廣發証券│買入│449.19元
安信証券│買入│432元
瑞信│跑贏大市│431元
第一上海│買入│427.34元
傑富瑞│買入│426元
大和│買入│425元
中信証券│買入│416元
摩根大通│增持│410元
大華繼顯│買入│396元
建銀國際│跑贏大市│395.8元
野村│買入│378元
德邦証券│買入│377.69元
國泰君安証券│買入│360元
---------------------------
下表列出20間券商對京東美股評級及目標價:
券商│投資評級│目標價(美元)
星展│買入│145美元
廣發証券│買入│115.86美元
花旗│買入│115美元
申萬宏源│買入│112.8美元
安信証券│買入│110美元
瑞信│跑贏大市│110美元
里昂│買入│110美元
傑富瑞│買入│110美元
第一上海│買入│110美元
大和│買入│110美元
中信証券│買入│107.4美元
瑞銀│買入│105美元
摩根大通│增持│105美元
華泰金控│買入│104.7美元
大華繼顯│買入│102美元
建銀國際│跑贏大市│102美元
交銀國際│買入│100美元
中金│跑贏行業│98美元
華興資本│買入│98美元
摩根士丹利│增持│89美元
(fc/w)
~
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 this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.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.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.