大摩发表报告,略微调整京东物流(02618.HK) 每股盈测,2025年下调少于1%,2026年上调1%,2027年上调3%,以反映今年下半年食品配送业务的收入和成本预测被上调。至于利润预测基本维持不变,因为食品配送业务在短期内将大致达到收支平衡。
大摩对京东物流目标价格由12.5元上调4%至13元,相当于预测2025年市盈率10倍,低于国内同业平均的17倍,因考虑到缺乏股东回报计划及纯利增长放缓。评级“与大市同步”。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-18 16:25。)
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