《大行報告》中金降京東(JD.US)目標價至55美元 下調全年收入預測
中金發表研究報告指,將京東(JD.US)今年首季收入預測略下調1.3%至2,401億元人民幣(下同),對應按年增速0.2%,其中京東零售收入按年跌4.4%,符合市場預期;中金亦將京東首季非通用準則淨利潤下調12.5%至54億元,對應淨利潤率2.3%,其中京東零售營運淨利潤為3.7%,按年基本持平,符合市場預期。
該行預計,京東自身業務調整將帶來對收入增速約5%的負面影響,加上組織架構調整後短期收入或將面臨一定壓力,中金將下調京東集團次季及全年的盈利預測,預計集團次季收入增速為3.6%,其中京東零售收入下滑0.9%。
中金將公司今年及明年收入預測分別下調6.9%至10,783億元、以及下調6.2%至12,227億元,同時將其非通用準則淨利潤預測分別下調4.3%至307億元、以及下調2.8%至385億元,而對應利潤率分別為2.8%及3.1%。該行將京東美股目標價下調13%至55美元,維持評級「跑贏行業」。(ca/k)
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