《大行報告》摩通上調中通快遞(ZTO.US)目標價至36美元 評級「增持」
摩根大通發表研究報告指,中通快遞(02057.HK)(ZTO.US)首季業績表現強勁,相應將2023至2025財年盈利預測上調1%至6%,同時將其美股目標價從33美元上調至36美元,對應2023年預測市盈率約25倍。
該行表示,管理層在業績電話會議中將全年快遞量增長指引從18%至22%,提升至20%至24%,並對單位成本控制前景看法變得更正面。
摩通指,雖然管理層預測全年平均單價將按年下跌4%,但整體業績表現仍超出預期,有信心市場份額可持續提升,因此繼續列為行業首選,評級為「增持」。
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