《大行報告》里昂上調中通快遞-SW(02057.HK)目標價至286.89元 評級「買入」
里昂發表研究報告指出,中通快遞-SW(02057.HK)第二季收入按年增長18%,經調整純利升38%,符合預期。包裹量增長7%,較行業平均水平高出9%,平均單價升11%至1.28元人民幣,較預期高5%。
該行將中通快遞今年包裹量增長預測由18%降至14%,以反映下半年消費情緒疲弱,以及潛在的疫情防控措施。維持對公司今年恢復淨利潤的信心,估計平均單價將於下半年持續穩定。目標價由279.29元上調至286.89元,重申對其「買入」評級。
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