麦格理:重申京东集团-SW(09618)为电商股首选 目标价396港元
麦格理发布研究报告称,予京东集团-SW(09618)“跑赢大市”评级,重申为电商板块首选股,目标价396港元。
该行预计,整体电商需求将于5月触底反弹,快递量同比上升中至高单位数。假设平均订单价值维持90元高位,线上平台实体GMV将同比取得高单位数至超10%升幅。另该行表示,公司在月活跃用户方面跑赢同业,以及维持既对稳定用户黏性,相反同业公司呈现用户增长疲弱,预计京东用户增长趋势持续,在不确定情况下为最有韧性企业。
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