大行评级｜大摩：上调京东物流目标价至9.5港元维持“与大市同步”评级

格隆汇资讯06-28

摩根士丹利报告指，扣除德邦及跨越贡献，估算京东物流核心供应链业务首季带来约3亿元净利润，对比去年同季为约7亿元净亏损。该行料京东物流从京东所得收入将跑赢京东的直销毛交易总额增长，受惠于京东降低免费付运门槛。电商平台竞争加剧或使京东逐步集中提升物流服务，支持京东物流核心供应链业务利润率提升。该行上调对京东物流今明两年非国际财务报告准则盈利预测各39%及20%，今年非国际财务报告准则净利润率料改善至...

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大行评级｜大摩：上调京东物流目标价至9.5港元 维持“与大市同步”评级

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大行评级｜大摩：上调京东物流目标价至9.5港元维持“与大市同步”评级