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《大行報告》大摩:若中通快遞(02057.HK)成功轉換雙重主要上市可消除監管風險
中通快遞-SW(02057.HK)(ZTO.US)宣布尋求於聯交所主板自願轉換為雙重主要上市,相關轉換仍在等待市場條件、董事會及監管機構的進一步批准。 摩根士丹利發表研報指,對此看法正面,認為與同期指數表現相比,中通A股年初至今一直落後於同業圓通及申通,部分是由於受到美國上市的中概股表現所拖累,指出如果中通能夠實現在港雙重主要上市,將有助於消除相關監管風險,進一步接近互聯互通納入資格,將對其估值有利。 大摩對中通給予「增持」評級,美股目標價30.5美元。
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