《大行報告》大和升京東(09618.HK)目標價至465元 指年度活躍用戶增至達5億戶強勁
大和發表報告表示,京東集團-SW(09618.HK)今年首季收入優於市場原預期6%,業績驚喜包括用戶增長、平台及物流業收入,雖然公司今年第二季投資會按季上升,但相信京東的投資取向已較同業保守,其藉「京喜」及線上雜貨業務以推升未來一至兩年收入增長。
該行指,京東至今年首季年度活躍用戶數達5億戶按年升29%,表現強勁,其中偏遠城市新增用戶佔總體新增用戶達81%;在高基數下,該行仍料京東今年第二季收入可按年增長25%。
大和表示,重申對京東「買入」評級,上調目標價由425元升至465元,指對公司今年收入前景看法更趨正面。
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