【野村料京东物流首季总收入同比升11%仍持买入】金十数据4月11日讯，野村发报告指，京东物流(02618.HK)首季业绩或与市场预期一致，预测季内收入同比升11%至466亿元人民币。按业务线划分，该行预计京东零售的销售额在政府实施以旧换新补贴政策的推动下表现稳健，使内部整合供应链业务的收入在第一季按年增10%。至于非ISC业务，野村预计来自其他客户的收入年增13%，主因快递业务的强劲增长。野村认为，该业务可能于本季录得高于行业的包裹量增长，原因是其与阿里巴巴旗下淘宝天猫集团及其他新兴电商平台，如小红书及腾讯旗下视频账户的深化合作。暂维持目标价15.3港元及“买入”评级不变。
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