达达集团与京东持续协同，获投行高盛给予买入评级，目标价42美元_老虎社区_美港股上老虎

达达集团与京东持续协同，获投行高盛给予买入评级，目标价42美元

砍柴网2021-09-23

9月，国际投行高盛维持达达集团买入评级，认为随着与京东的深入协同，京东到家下半年GMV将加速增长，同时用户补贴和成本的优化将驱动亏损率缩窄，给予目标价42美元。达达集团第二季度营收超过高盛和市场预期。京东到家第二季度客单价持续提升，且手机等非商超类别的品类对营收贡献持续增加。高盛指出，京东到家品牌广告收入同比增长110%，占GMV比例创新高。达达快送KA营收表现抢眼，同比增长140%，高于高盛预期...

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·2021-09-23
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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n达达集团与京东持续协同，获投行高盛给予买入评级，目标价42美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 09:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109230952577c3f8719&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月，国际投行高盛维持达达集团买入评级，认为随着与京东的深入协同，京东到家下半年GMV将加速增长，同时用户补贴和成本的优化将驱动亏损率缩窄，给予目标价42美元。达达集团第二季度营收超过高盛和市场预期。京东到家第二季度客单价持续提升，且手机等非商超类别的品类对营收贡献持续增加。高盛指出，京东到家品牌广告收入同比增长110%，占GMV比例创新高。达达快送KA营收表现抢眼，同比增长140%，高于高盛预期...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109230952577c3f8719&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6962011c726a5f1f6fb7d3889a9e5464","relate_stocks":{"DADA":"达达集团","JD":"京东","09618":"京东集团-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109230952577c3f8719&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2169866588","content_text":"9月，国际投行高盛维持达达集团买入评级，认为随着与京东的深入协同，京东到家下半年GMV将加速增长，同时用户补贴和成本的优化将驱动亏损率缩窄，给予目标价42美元。达达集团第二季度营收超过高盛和市场预期。京东到家第二季度客单价持续提升，且手机等非商超类别的品类对营收贡献持续增加。高盛指出，京东到家品牌广告收入同比增长110%，占GMV比例创新高。达达快送KA营收表现抢眼，同比增长140%，高于高盛预期的120%和第一季度的130%。连锁商超业务收入同比增长超过70%，连锁餐饮业务收入同比增长超过200%。同时，达达快送在第二季度与数家茶饮品牌达成合作。第二季度，来自京东小时购的GMV环比增长90%;同时，达达集团与京东共同在京东APP测试“附近”，该基于LBS的流量入口已在上海、深圳等部分城市面向部分用户上线，预计未来会有更多城市推出这项服务。达达集团与京东物流在揽件和落地配之外，共同测试了无人配送，该开放平台已在北京和上海部分地区进行了测试。高盛预计第三季度，亏损将随着用户补贴降低以及运营效率进一步优化而环比收窄，同时京东到家营收将在品类扩张和京东业务协同的推动下加速增长。","news_type":1,"symbols_score_info":{"09618":0.6,"DADA":1,"JD":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}