0853 GMT - JD Health's 2H 2025 results should beat estimates, driven by stronger pharmaceutical demand following a spike in influenza cases last quarter, Nomura analysts Rachel Guo and Jialong Shi say in a note. The company's 4Q 2025 revenue is projected to show 22% on-year growth, supported by sales growth in pharmaceuticals, nutrition and medical devices, with effective marketing boosting nutrition brands. Its 4Q operating profit margin is estimated to rise 0.9 percentage point on year, helped by enhanced supply-chain capabilities and rapid growth in high-margin advertising revenue. Nomura raises its 2025-2026 earnings forecasts by 1% on stronger revenue growth expectations. It maintains a buy rating and HK$80 target price on the stock, which last closed at HK$61.35. (jason.chau@wsj.com)
(END) Dow Jones Newswires
January 06, 2026 03:53 ET (08:53 GMT)
Copyright (c) 2026 Dow Jones & Company, Inc.
Comments