大行評級|中銀國際:上調京東健康目標價至45港元 維持“買入”評級
中銀國際發表報告指,京東健康去年下半年總收入按年增長13%,小幅超出市場預期1%。7.2%的經調整淨利潤率超出市場預期,主要由強勁的利息收入貢獻。該行認爲,公司會在2025年謹慎加速在多種層面的主動投資力度,包括用戶、醫療產品及服務、價格補貼、線下基礎設施、全渠道發展以及AI層面的投入,目的爲增強他們的核心供應鏈及履約能力以及用戶心智。該行維持對其“買入”評級,並將目標價由30港元升至45港元。
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