《大行报告》大摩下调京东(JD.US)目标价至60美元 评级「增持」
摩根士丹利发表报告,预计京东(JD.US)首季收入将受到消费复苏缓慢和业务优化带来的压力,料将按年持平,其中京东零售的收入按年下降4%。但由于第三方业务组合增加和新业务亏损收窄,利润率将保持韧性,料非美国通用会计准则净利润率将按年上升56个基点至2.24%。美股目标价由66美元降至60美元,评级「增持」。
大摩预测,考虑到第一方业务优化的持续影响,第二季京东收入将按年增长3%,京东零售的收入按年持平。在利润率方面,预测在高基数和618促销活动的正常化投资下,第二季非美国通用会计准则净利润率将按年下降34个基点至2.09%。
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