《大行報告》大摩下調京東(JD.US)目標價至60美元 評級「增持」
摩根士丹利發表報告,預計京東(JD.US)首季收入將受到消費復甦緩慢和業務優化帶來的壓力,料將按年持平,其中京東零售的收入按年下降4%。但由於第三方業務組合增加和新業務虧損收窄,利潤率將保持韌性,料非美國通用會計準則淨利潤率將按年上升56個基點至2.24%。美股目標價由66美元降至60美元,評級「增持」。
大摩預測,考慮到第一方業務優化的持續影響,第二季京東收入將按年增長3%,京東零售的收入按年持平。在利潤率方面,預測在高基數和618促銷活動的正常化投資下,第二季非美國通用會計準則淨利潤率將按年下降34個基點至2.09%。
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