《大行報告》大和下調京東物流(02618.HK)目標價至18元 評級「買入」
大和發表報告指,京東物流(02618.HK)第四季經調整盈利達10億元人民幣,意味著去年全年總淨利潤達2.78億元人民幣,大致上符合該行預期。該行指,由於高營運成本或延續至今年2月份,料公司今年首季業績表現或未能全面從疫情中恢復,但這一次性事件並不會影響今年餘下時間。
該行看好京東物流業務前景,並認為非集成供應鏈(IS)業務呈良好進度;該行下調2023年至24年股盈測7%至20%,反映成本高企問題較預期長時間,毛利率或下跌,將目標價由20元下調至18元,維持「買入」評級。(ca/k)
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