大行评级丨花旗:维持京东“买入”评级及目标价39美元,现价估值吸引

格隆汇
Sep 04
花旗发表报告指,京东集团现价估值吸引,盈利增长有望恢复、执行力稳健,且股东回报慷慨,维持“买入”评级及美股目标价39美元。报告指,京东管理层重申第三季有望按季改善,下半年增长将随高基数正常化而重新加速;其中京东零售销售料于第三季恢复正增长,因国家补贴计划的高比较基数消退。该行预测第三季总收入同比升4.5%至3126亿元,非公认会计准则净利润92亿元;2026年全年总收入同比升3.2%至1.35万亿元,非公认会计准则净利润338亿元。

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