CICC: Raises JD.com's target price to HKD 194 as the main beneficiary of fiscal stimulus measures

智通財經
2024.10.16 06:14
招銀國際發佈研究報告指，料京東第三季收入將按年升 4.9% 至 2,600 億元，較第二季度的 1.2% 增長有所加快，主要受惠於較好的商品成交金額增長及以舊換新政策。該行預測 2024 年第三季度集團毛利率將按年擴大 0.2 個百分點，推動第三季度集團淨利潤按年增長 3%，達到 110 億元。該行預期 2024 財年集團收入會按年增 4.5%，當中京東零售及京東物流收入分別按年增 5.1% 及 9.5%，料今年集團非通用會計準則純利按年增長 20%。該行指，公司是財政刺激措施的主要受惠者，加上正面的長期盈利增長展望，將美股目標價由 42 美元升至 50 美元，H 股目標價亦由 165 港元升至 194 港元，維持 “買入” 評級。
Source: 智通財經 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.