招銀國際:維持中通快遞(2057.HK)買入評級 升目標價至306港元
招銀國際發表報吿,將中通快遞(2057.HK)目標價上調至306港元,維持買入評級。
報吿指,公司公佈第一季業績,收入按年增長65%,純利增長42%至5.34億元人民幣;包裹量按年增長89%,高於行業之75%增幅,市率20.4%;單票價格按年下降12%,降幅遠低於行業平均之17%,並是主要公司之中降幅最小。中通維持今年包裹量增長35-40%之目標。
報吿又指,相信中通有能力承受行業的價格競爭,並將繼續擴大市場份額,該行調低2021及22年純利預測12%,但調升目標估值,以反映公司成為大眾市場長遠贏家的潛力。

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