《大行報告》大和下調中通快遞-SW(02057.HK)目標價至295元 評級「買入」
大和發表報告,將中通快遞-SW(02057.HK)目標價由310元下調至295元,惟上調2022年至2023年的每股盈利預測1%,反映包裹量預測增長、均價壓力減少及成本改善,維持評級「買入」。
大和指,管理層重申對今年行業的積極展望。儘管短期營運受到疫情影響,今年的目標是包裹量按年增長18%至24%。平均價格趨勢方面,管理層重申謹慎看法,即平均價格預計將保持穩定,以平衡市場份額、服務質量和盈利增長。另管理層指正考慮將中通快遞主要上市地位改為港交所,該行料此舉或有助提振股價。
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