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《大行报告》中通快递(02057.HK)H股获保荐人高盛首予「买入」评级 目标价318元
阿思达克 09-30 11:38
中通快递(02057.HK)H股获保荐人高盛发表报告,首予其「买入」投资评级,目标价318港元,此按分类加总估值法(SOTP)作估值,潜在升幅34%,并维持中通快递美股(ZTO.US)「买入」投资评级及下调目标价,由43美元降至41美元。

该行指,中通快递美股自年中以来股价累跌14%,相信是反映市场对其短期盈利下滑的忧虑,该行估计中通快递今年第三季及第四季纯利将各跌12%及5%,主要是面临价格竞争。

高盛估计,行业竞争至明年上半年仍会持续,但料长期而言行业定价将会趋稳。该行料中通快递2020年至2022年每股盈利预测各为6.04元、7.28元及9.61元人民币。

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