大行評級|傑富瑞:上調順豐同城目標價至22港元 相信今年發展前景向好
傑富瑞發表研究報告指,基於中國外賣及實時零售行業近期發展,上調順豐同城今年上半年及全年業績預測,收入料按年增長41%至97億元,此前預測達到86億元,其中同城配送服務收入預計按年增長43%至58億元,對比此前預測爲50億元;非國際財務報告準則淨利潤預測從1.14億元上調至1.36億元,即按年增長103%。該行相信,順豐同城今年發展前景向好,處於實時配送產業高速增長的有利位置,能形成差異化優勢,預計毛利率可保持穩定,維持“買入”評級,目標價從20港元上調至22港元。
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