大行評級 | 大和:料京東下半年收入好轉 續予目標價310港元
格隆匯7月13日丨大和發表報告,估計第二季收入增長按年升3.3%,估計從供應商及第三方銷售各升1%,主要受惠3C產品(即電腦、通訊及電費電子)及家電,抵銷服裝需求較弱,並估計上季淨利潤率持平,但估計純利可年增1%至47億元人民幣。大和又指,面對物流問題及經濟環境走弱,但京東在618網上銷售金額仍有一成增長,由於京東市佔率提升,有望下半年收入重拾雙位數升幅。基於估計新業務虧損有望減少,因此大和將京東2023年每股盈利預測升5%,達至9.819元人民幣,重申“買入”,目標價310港元(較前收市價230.8元有34.3%潛在升幅)不變,評級“買入”。該股現報237.2港元,總市值7409億港元。
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