《大行報告》大摩下調京東(JD.US)目標價至66美元 評級「增持」
摩根士丹利發表研究報告,指京東(JD.US)去年第四季利潤率勝於預期,預計集團今年第一季的收入增長疲軟,消費情緒復甦緩慢,業務調整亦然。該行指,其100億元人民幣補貼計劃支出受控,持續提高的效率令京東零售的利潤率保持穩定。
該行料集團的收入將自今年下半年起錄得更明顯的復甦,其中,受到更積極的家庭收入前景支持,消費情緒料將有改善,且料業務調整帶來的負面影響將會消退。
該行下調集團2024年非通用會計準則(non-GAAP)計淨利潤預測6%,以反映競爭加劇帶動利潤率預測下調,美股目標價由74美元下調至66美元,維持「增持」評級,看好集團盈利可見度高、經營效率持續提升及利潤率穩定。
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