《大行》美銀證券升順豐控股(002352.SZ)目標價至58人幣 重申「買入」評級
美銀證券發表研究報告指,相信順豐控股(06936.HK)(002352.SZ)強勁的業務發展勢頭,將抵銷其配股及發行可換股債的股權攤薄影響,而所得款項可為其國際業務擴展及未來研發或科技投資提供額外資金。該行重申對順豐A股的「買入」評級,目標價由56元人民幣調升至58元人民幣。
該行表示,由於順豐H股IPO後,截至去年底僅使用了當中的16%資金,相信其資本仍然充足,又上調公司2025至27財年的核心每股盈測1%至2%。
該行指出,順豐同城(09699.HK)在5月勞動節假期期間,交易量按年加快至87%,在618期間,日均交易量增長50%,抵銷均價下降的影響。該行預計,公司上半年按需物流交易量按年增長逾40%,高於30%的初步增長指引。
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