大行評級|傑富瑞:上調京東目標價至161港元 維持“買入”評級
傑富瑞發表研報指,京東集團今年首季收入符合預期,non-GAAP盈利則超出預期,管理層提到用户數量及購物頻率均呈現穩健增長趨勢。該行認為,受惠於集團在電商平台的多方面深化戰略,付用户體驗得以提升,為成推動GMV和盈利能力改善的關鍵所在。該行又指,京東在超市品類擁有強大的營運能力,而超市品類預期將是增長主要驅動力,目前維持“買入”評級,目標價由147港元提升至161港元。
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