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Summary of Latest Ratings, TPs, Views on JD-SW from Brokers
2026-05-13 16:27:36
AASTOCKS Financial News has compiled the latest investment ratings and target prices on JD-SW (09618.HK) (JD.US) from nine brokers, with key views summarized below:

Brokers | Ratings | TPs | Key Views

BOCI | Buy | USD34 -> 38 | 1Q results beat, with strong growth in core retail profit and improved earnings sustainability.

CLSA | Outperform | USD41 | Retail margin beat, but electronics sales continue to face high base pressure.

Citi | Buy | USD36 -> 39 | Strong 1Q performance, narrowing losses in food delivery, retail growth expected to normalize in 2H.

JP Morgan | Overweight | HKD148/USD38 | Results confirmed profit reset, record retail margin, and service revenue mix shifting toward a higher-margin model.

HSBC Research | Buy | HKD137 ->144/ USD35 -> 37 | Supply chain efficiency gains drove retail margin expansion, food delivery losses continued to narrow, valuation remains attractive.

Nomura | Buy | USD40 | Results beat market expectations, strong momentum in supermarket category, but electronics weaker due to high base effect; guidance disappointed.

Jefferies | Buy | USD49 | Strong supply chain execution, retail and new businesses beat, intact long-term gross margin outlook.

Morgan Stanley | Underweight | USD25 | Retail margin largely beat, progress in narrowing losses of new businesses was in line.

UBS | Buy | USD48 | High-quality earnings beat, with attractive valuation.
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AASTOCKS Financial News
Website: www.aastocks.com