大行評級|美銀:京東物流購跨越速運餘下權益估值具吸引力 預期有更多協同效應
京東物流公佈以不多於64.84億元收購跨越速運餘下的36.43%股權。美銀證券研究報吿認為,估值吸引,預期今次收購有助提升公司2025財年經調整純利8%。該行維持對公司“買入”評級,目標價21港元。該行預期,今次收購會為京東物流在空運方面帶來更多協同效應,而跨越速運也可以為京東物流的跨境電商物流能力提供支持。
京東物流亦宣佈,在黑色星期五期間,其海外倉庫網絡處理的訂單創下歷史新高,其中歐洲的出境訂單增長了2倍,一個飲料容器品牌的訂單量增長3倍,而在北美的一個行李箱品牌的訂單增長則達到4倍。澳洲和日本的訂單增長也相當顯著。
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