中金:维持京东健康“跑赢行业”评级 目标价41.8港元

新浪网
15 May

中金发布研报称,考虑到京东健康全年或仍以投入为主基调,年内2-4季度利润水平受投入节奏或出现一定波动,该行维持盈利预测不变。维持目标价41.8港元(基于SOTP估值)不变,有10%上行空间,维持“跑赢行业”评级。公司公布1Q25收入166.45亿元(+25.5%YoY),non-IFRS净利润17.68亿元(+47.7% YoY),超出市场预期,该行预计主要因药品品类增长超预期。中金主要观点如下:...

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