美银证券发表报告表示，下调对京东物流(02618.HK) 去年非国际财务报表准则(non-IFRS)净利润预测3%，反映去年第四季的投资，并假设更高外判成本，但同时上调对公司今明两年每股盈利预测2%，预期投资将逐步带来更多收入。
该行相信，在京东物流管理层于第三季业绩简报中因应高基数下调增长展望后，卖方预期已降低，但该行仍认为管理层全年指引保守，决定维持高于指引的去年第四季盈利预测，即18.2亿元人民币，相等于non-IFRS净利润率3.6%。
美银证券重申对京东物流“买入”评级，基于估值吸引。目标价则由21元降至18元，相等预测企业价值倍数5.5倍，为2022年以来平均低半个标准差。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-06 12:25。)
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