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大行評級|建銀國際:上調京東健康目標價至41.5港元 維持“跑贏大市”評級
格隆匯 02-26 13:11
建銀國際發表研究報吿,料京東健康去年第四季銷售按年增8.7%,符市場預期。非國際財務報吿準則下純利錄4.86億元,淨利潤率料3%,這主要歸因於較低的基於股票的薪酬支出。該行表示,京東健康股價受AI情緒刺激,本年至今跑贏恒生科技指出約10%,但報吿提及AI應用對京東健康前線業務影響有限,並指其估值增速快過每股盈測增速。該行延展估值基礎至今年,以預測市銷率1.8倍計(低於過去兩年均值),目標價由37港元上調至41.5港元,維持“跑贏大市”評級。
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