大摩发表告指,尽管京东物流(02618.HK) 2026年业绩强劲增长部分归因于比较基数,但认为利润率走势才是驱动公司估值的主因。随着利润率在2026年重回扩张轨道,该行预期每股盈利增长与估值重估将带来上行空间。报告指,京东物流现价相当于2026年预测市盈率8倍,相较于同业,在近期股价上涨后仍具折价优势。将评级由“与大市同步”上调至“增持”。同时将2026-2027年每股盈利预测分别上调11%及...
Source Link大摩发表告指,尽管京东物流(02618.HK) 2026年业绩强劲增长部分归因于比较基数,但认为利润率走势才是驱动公司估值的主因。随着利润率在2026年重回扩张轨道,该行预期每股盈利增长与估值重估将带来上行空间。报告指,京东物流现价相当于2026年预测市盈率8倍,相较于同业,在近期股价上涨后仍具折价优势。将评级由“与大市同步”上调至“增持”。同时将2026-2027年每股盈利预测分别上调11%及...
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