《大行》美银证券降京东物流(02618.HK)目标价至9.8元料上季收入增12%_老虎社区_美港股上老虎

《大行》美银证券降京东物流(02618.HK)目标价至9.8元料上季收入增12%

阿斯达克财经2024-04-16

美银证券发表研究报告指，预计京东物流(02618.HK) 上季收入按年增12%至410.6亿元人民币，而非国际财务报告准则净利润为1.2亿元人民币，又预期毛利率将改善1.1个百分点至5.6%。该行进一步预计，集团即来自关联方的收入将增10%，综合供应链(ISC)客户收入升11%。
该行上调公司2024至26财年的非国际财务报告准则每股盈测31%至56%，以反映较好的成本效率，惟将目标价下调11%，由11元降至9.8元，维持“买入”评级，主要是反映较低的净现金及人民币外汇因素。(sl/cy)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-15 16:25。)

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四哥
·2024-04-16
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