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一文了解券商於京東(09618.HK)公布季績後最新評級、目標價及觀點
阿思達克 05-20 11:30
京東集團-SW(09618.HK)(JD.US)首季業績及對今年收入指引均優預期,今早其港股股價造好,盤中曾高見283.4港元一度上揚4.7%,最新報283港元上揚4.5%。瑞銀指京東首季收入及經調整盈利優市場預期,引述京東管理層料2021年收入增速可接近2020年水平(公司2020年營業收入按年增29%),相信市場對相關指引將反應正面,並指年度活躍用戶數近5億戶,優於該行原預期7.1%。大和指京東首季業績鞏固,升京東目標價由425港元升至465港元。

京東昨晚公布截至今年3月止的首季度業績,總收入2,032億人民幣按年增加39%,經營利潤16.6億人民幣,下降28.5%。錄得純利36.17億人民幣,增長237%,每股收益1.16元人民幣。公司2021年首季度權益法核算投資損益為收益7億人民幣(對比2020年首季投資損益錄虧損11億人民幣),主要得益於京東科技。

京東今年首季按非公認會計準則,季內經營利潤35億人民幣,按年增長6.1%。錄得純利39.68億人民幣,增長33.5%,每股收益1.28人民幣。市場關注京東拓展社區團購業務情況,公司今年首季旗下新業務經營虧損擴大至22.81億人民幣(對比2020年第四季經營虧損7.19億人民幣)。公司亦公布今年首季年度活躍用戶數近5億戶,按年升29%。

【收入指引佳 績後有支持】

高盛發表報告表示,京東集團首季收入增幅高過市場預期,維持「買入」評級,目標價460港元,該行指出,京東用戶增長穩健,其電子產品、家電、超市零售規模為行業龍頭,可利用自身的倉庫和供應鏈優勢,經營直營銷售。

摩根士丹利表示,京東首季收入及非通用會計準則純利均勝預期。由於公司發展社區團購推廣銷售和市場推廣費用增加,加上未來加快社區團購投資,認為投資者應重點關注社區團購業務競爭或有機會侵蝕毛利率。

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本網最新綜合4間券商列出對京東(09618.HK)港股的投資評級及目標價:

券商│投資評級│目標價(港元)

大和│買入│425港元->465港元

高盛│買入(「確信買入」名單)│460港元

瑞信│跑嬴大市│431港元

傑富瑞│買入│426港元

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本網綜合8間券商列出對京東(JD.US)美股的投資評級及目標價:

券商│投資評級│目標價(美元)

高盛│買入(「確信買入」名單)│119美元

瑞信│跑嬴大市│110美元

里昂│買入│110美元

傑富瑞│買入│110美元

瑞銀│買入│105美元

野村│買入│98美元

匯豐環球研究│買入│98->89美元

摩根士丹利│增持│89美元

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本網綜合9間券商列出對京東公布季績後最新觀點:

券商│觀點

大和│用戶增長強勁

高盛│首季營收和核心利潤率均優預期

瑞信│對增長和利潤率前景擔憂緩解,年內前景樂觀

里昂│強勁收入增長勢頭持續,但利潤率將降低

瑞銀│年度活躍客戶達5億超預期,料年內經營增速保持在上年水平

野村│首季業績優預期

匯豐環球研究│預計第二季度收入將強勁增長,利潤率將保持穩定

摩根士丹利│首季業績超預期,重點關注社區團購業務競爭

傑富瑞│首季收入和非公認會計準則收益超市場預期

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