《大行報告》匯豐研究上調中通快遞-SW(02057.HK)目標價看280元 評級「買入」
匯豐發表評級報告指,中通快遞-SW(02057.HK)經常性利潤按年增16%至21億元人民幣,符合市場預期,惟較該行預期低了12%。公司指引今年包裹量按年增18%至22%,並料市場增長達10%,並擴張其市場份額至少1.5個百分點。該行表示,基於去年低基數及內地經濟復甦受惠於重開,故認為當中仍有上行潛力。
該行表示,公司資本支出頂點已過,並隨盈利增長,令其淨現金狀況穩健,公司或有機會可能提高其股息支付和回購股票。該行將公司在2023年至24年盈利預測上調8%至9%,並將其美股目標價由33美元上調至36美元,香港上市股份的公平值為280港元,維持其評級為「買入」。
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