《大行》大摩:極兔速遞(01519.HK)即將公布營運數據或成股價催化劑
摩根士丹利發表研究報告指,由於市場對極兔速遞(01519.HK)在東南亞的運量增長持樂觀預測,其股價過去幾天升幅跑贏恆指。該行相信,公司明天(7月8日開市前)將公布的營運數據或成為股價催化劑。
大摩預期,由於今年的齋月促銷活動提早舉行,極兔速遞銷量增長將從第一季的高水平中溫和地正常化。假設公司在東南亞第二季運量增長符合市場預期,即次季銷售增長40至50%,在這個情況下,料公司股價升0至5%。不過,該行不排除公司增長或遜於預期,屆時公司股價或最多跌10%。
該行予公司「與大市同步」評級,目標價7.1元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.