大行評級|花旗:首予順豐同城“買入”評級 目標價為16港元
花旗發表研究報吿指,首予順豐同城“買入”評級,目標價為16港元。該行認為,雖然市場零散且競爭激烈,但集團仍具備抓住商機的條件。報吿提到,順豐同城的3P定位令其獲得更廣泛的客户基礎,公司又採用多情景業務模式,自2018年起,業務已廣泛覆蓋送餐、本地零售及電子商務和本地服務等。另外,集團提供派送及包裹等新服務,並與順豐速運有協同效應,且於低線城市具有優勢。該行認為,規模和更好的執行效率使集團較同行更早扭虧為盈,並有望實現3至5%的長期利潤率目標。
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