《大行報告》高盛上調京東健康(06618.HK)目標價至76元 評級「買入」
高盛發表報告指,因應京東健康(06618.HK)中期業績、消費市道低迷、以及該行中國會議得到的訊息,將公司2023至2026財政年度的經調整純利預測,下調最多5%,收入增長預測較爲審慎,但部分被利潤率改善所抵銷,目標價由74上調至76元,維持「買入」評級。
高盛認爲京東健康的潛在風險因素,包括監管風險;爲維持領導地位而需作出的更多資本開支;設立線下醫療服務的不明朗結果;與控股集團的潛在利益衝突;市場競爭;公司執行能力;商品銷售總額的增長能否達到預期。
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