摩根大通上调京东评级至增持 看好其盈利上行潜力

环球市场播报
Apr 15

  摩根大通在暂停评级一段时间后,恢复对京东的研究覆盖,并将其评级定为增持,称这家中国电商企业业绩或超出市场预期。包括Andre Chang 在内的分析师在报告中写道,与今年面临盈利下行风险的众多同业公司不同,随着即时零售领域最激进的投资阶段结束,京东有望交出超预期业绩。公司核心业务表现出比市场担忧更强的韧性,竞争力依旧稳固。对离岸电商平台 JoyBuy 的投资似乎“谨慎”,而食品配送领域的竞争在监管压力下正在降温。新目标价定为:美股 38 美元 / 港股 148 港元。另外,麦格理也将京东评级从中性上调至跑赢大盘。

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责任编辑:王永生

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