HSI1 26,388.44 +40.53 277.77B
HSCEI1 8,876.38 -5.99 91.33B
Back    Zoom +    Zoom - Block Traded
Summary of Latest Ratings, TPs, Views on JD LOGISTICS from Brokers
2026-05-13 17:16:05
AASTOCKS Financial News has compiled the latest investment ratings and target prices on JD LOGISTICS (02618.HK) from eight brokers, with key views summarized below:

Brokers | Ratings | TPs | Key Views

CLSA | Outperform | HKD14.6 -> 17.8 | 1Q results beat. FX and interest rates may weigh on 2Q net profit; a strong earnings rebound could emerge in 2H.

Daiwa | Buy | HKD19.5 -> 20 | Strong earnings growth, first-time share buyback launch, and active adoption of AI to enhance operational efficiency.

Jefferies | Buy | HKD18.4 -> 18.5 | Value-added services and warehouse solutions offset oil price pressure. European operations replicate the "211" delivery standard. Full-year outlook remains solid.

Morgan Stanley | Overweight | HKD16.2 | Solid 1Q results, with the buyback plan a positive surprise. However, short-term margins still face pressure.

Nomura | Buy | HKD18 | 1Q revenue and operating profit both beat. 2Q earnings guidance is slightly below expectations due to lower non-operating income.

Citi | Buy | HKD17 -> 18 | Efficiency improvements offset the impact of rising oil prices. Valuation remains attractive, and the buyback plan is a catalyst for the share price.

UBS | Buy | HKD17.5 | 1Q results slightly beat. AI applications drive margin expansion, and management maintains full-year growth guidance.

Goldman Sachs | Buy | HKD18.7 | Solid 1Q profit on improved overall supply chain efficiency at JD and healthy growth in supermarket categories.
~

AASTOCKS Financial News
Website: www.aastocks.com