麦格理降京东物流(02618.HK)评级至「中性」目标价下调至12元

AAFN2022-11-02

麦格理发表评级报告指，对京东物流的增长前景持更审慎态度，即使最近收购德邦快递，为第三季贡献约1.1亿元人民币，令其利润有所增长，但该行相信，德邦快递的增长也面临瓶颈，对集团的协同作用有限。该行表示，将对公司明年及2024年的收入预测分别下调11%及17%，以反映宏观环境疲软，由於来自京东零售的内部业务是更有利可图，而其展望前景下调或令公司明年及2024年盈利预测下调2%及22%。该行预料东京...

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evelio
2022-11-02
evelio
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麦格理降京东物流(02618.HK)评级至「中性」 目标价下调至12元

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麦格理降京东物流(02618.HK)评级至「中性」目标价下调至12元