《大行報告》大摩降京東健康(06618.HK)目標價至34.5元 評級「與大市同步」
摩根士丹利研究發表報告,在京東健康(06618.HK)公布去年第四季業績後調整估算,收入預測大致不變,預期2024年、2025年及2026年收入分別增長17%、15%及13%,不過下調毛利率及經營利潤率的預測,以反映公司更集中於線上線下整合,需要作出前期投資,並下調利息收入預測。三年期間經調整純利預測分別下調9%、14%及11%,不過有關估算並未計及潛在併購。
因應有關調整,該行將京東健康目標價由40元下調至34.5元,評級「與大市同步」。
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