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《大行報告》花旗下調京東(JD.US)目標價至64美元 評級「買入」
阿思達克 08-21 11:42
花旗發表報告指,京東(JD.US)第二季度收入按年增長7.6%,超出公司原先估算,亦好過該行及行業的預測,管理層對下半年增長前景審慎樂觀,相信京東繼續提升供應鏈能力,在3C產品(電腦、通訊及消費電子產品)及家用電器市場,市場份額繼續增加,估計京東今年度收入按年增長4.9%,經調整純利增長14.5%。 報告引述管理層指,在改善平台生態系統及顧客服務均有進展,每名客戶平均商品交易總額有高單位增長,京東Plus會員按年增加20%至3,600萬戶,收入增長主要受惠於商戶增加推廣。 因應第二季業績,該行將2023年、2024年及2025年的收入預測,分別上調0.4%、下調0.6%及上調0.7%,非公認會計準則盈利預測,分別下調7.3%、下調12.4%及上調2.2%,目標價由68美元下調至64美元,維持「買入」評級。
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