瑞银:升京东健康(06618)目标价至85港元 营收增长势头强劲 利润率持续上升

智通财经
Yesterday

智通财经APP获悉,瑞银发布研报称,上调京东健康(06618)2025至2027年盈利预测4%至13%,并基于2027财年30倍市盈率或调整后盈利,将目标价从78.5港元上调至85港元;新目标价意味2027年1.25倍市盈增长率,维持“买入”评级。

瑞银称,京东健康今年第三季度在收入及利润均胜预期,收入同比增长从今年上半年的24.5%,加速至第三季度28.7%,认为主要由于药品销售的强劲增长、保健品业务增长显著回升,以及2024年第三季度基数相对较低。瑞银表示,考虑到京东健康药品增长维持强劲; 线上到线下(O2O)策略稳步推进,估计药品销售增长在今年第三季度维持约30%强劲增长,慢性病药及创新药增长更快。

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