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大行評級|交銀國際:維持京東目標價159港元 評級“中性”
交銀國際發表研究報吿,對應2024年13倍零售業務市盈率,維持京東集團目標價159港元,業務增長隨整體宏觀趨勢,恢復仍需時間,維持“中性”評級。報吿指,第二季帶電品類同比增11%,好於預期。預計第三季總收入及零售收入同比增4%及2%,7月帶電品類增長趨勢好於社零大盤,但考慮高温天氣錯配、手機新機發售仍存不確定性等因素,該行預期下半年零售業務收入增速為低個位數。
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