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京东(09618)由跌转升 大和升其目标价33.76% 指其会受惠于以旧换新的政策

jd.com (09618) turned from decline to rise, with Mizuho raising its target price by 33.76%, indicating that it will benefit from the policy of trading in old for new.

Golden Horse Financial News | jd.com (09618) reversed from decline to rise, as of the time of publication, up 1.04%, at 184.7 Hong Kong dollars, with a turnover of 2.752 billion Hong Kong dollars.

According to media reports, jd.com Retail recently held an internal emergency meeting, planning to launch tomorrow (the 8th) the time-limited and limited price reduction gameplay 'dark moon and high wind' introduced by jd.com founder and chairman of the board Liu Qiangdong and his team in 2004. The range of products covered and the extent of price reduction are expected to be the most intense investment of the year. It is reported that jd.com's 'dark moon and high wind' launched on the eve of singles' day sales will satisfy consumers' expectations with an unprecedented variety of products and inventory, aiming to make users 'grab enough'. jd.com is not simply relying on price reduction strategies, but enhancing consumers' shopping experience through diversified product combinations and marketing techniques.

Daiwa reports that jd.com has huge room for revaluation, believing that the company will benefit from the policy of trading in old for new. The firm reaffirmed its buy rating for jd.com, raising the target price from 157 Hong Kong dollars to 210 Hong Kong dollars, equivalent to a forecast pe ratio of 9 times (previously 6 times); considering the increased consumption due to wealth effects, they raised the commodity turnover for 2025 to 2026, and increased the earnings per share forecast for the same period by 6% to 7% to reflect operational leverage and lower-than-expected marketing costs.

The translation is provided by third-party software.


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