麦格理：上调京东物流目标价至9.9港元评级上调至“跑赢大市”

金融界06-27

麦格理发表报告指出，对京东物流看法更为乐观，因京东零售在经过长达一年的重组后终见底。由于京东降低免运费门槛，转化率与订单已出现积极迹象，有利于京东物流的内部订单。该行预期京东物流2024年次季及2024年的自营平台(1P)收入均按年增长16%，较去年同期的4%增速加快。至于第三方销售平台(3P)收入亦估计因更有利的客户组合而快速增长，支持毛利上升。麦格理将京东物流的今明两财年净利润预测各上调3%，...

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麦格理：上调京东物流目标价至9.9港元 评级上调至“跑赢大市”

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麦格理：上调京东物流目标价至9.9港元评级上调至“跑赢大市”