《大行》美銀證券降中通快遞(ZTO.US)目標價21% 評級下調至「中性」
美銀證券發表研究報告指,中通快遞(02057.HK)(ZTO.US)首季業績遜於市場預期,該行將其評級由「買入」降至「中性」,目標價由24美元下調21%至19美元。該行認爲,由於行業價格競爭激烈,因此集團未來的催化因素有限。
美銀證券預計,中通快遞今年的經調整淨利潤將下降10%至91億元人民幣,並料在2026至27年逐步回升。整體來說,該行下調集團2025至27年的經調整淨利潤預測10至12%。該行認爲,中通快遞H股獲納入恆指,短期內將對股價有支持作用。
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