《大行報告》美銀證券下調京東(09618.HK)目標價至279元 評級「買入」
美銀證券發表研究報告指出,國家統計局公布第三季商品網上零售額按年增長7.1%,較第二季的3%大幅改善,但7至9月份的數據仍未重回雙位數增長。而最近幾周增加疫情封鎖措施及旅行限制,可能將影響10月份的消費情緒。事實上,包括線下在內的整體零售額,在各分類上表現各有不同,如服裝及化妝品零售額由5月份的按年下跌雙位數有所改善,但表現仍弱於食品、餐飲、醫療保健及藥品等產品銷售。
該行預期,京東(09618.HK)今年第三季美國通用會計準則下(GAAP)的經營利潤率2.3%,相對於去年同期的1.2%有改善。維持對其2024年的每股盈利預測,但將2022至2023年的預測適度下調。目標價由302元降至279元,維持評級「買入」。
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