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

智通财经
2024.10.16 06:14
招银国际发布研究报告指，料京东第三季收入将按年升 4.9% 至 2,600 亿元，较第二季度的 1.2% 增长有所加快，主要受惠于较好的商品成交金额增长及以旧换新政策。该行预测 2024 年第三季度集团毛利率将按年扩大 0.2 个百分点，推动第三季度集团净利润按年增长 3%，达到 110 亿元。该行预期 2024 财年集团收入会按年增 4.5%，当中京东零售及京东物流收入分别按年增 5.1% 及 9.5%，料今年集团非通用会计准则纯利按年增长 20%。该行指，公司是财政刺激措施的主要受惠者，加上正面的长期盈利增长展望，将美股目标价由 42 美元升至 50 美元，H 股目标价亦由 165 港元升至 194 港元，维持 “买入” 评级。
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