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《大行》美銀證券:極兔速遞(01519.HK)次季包里量勝預期 目標價升至9.1元
阿思達克 07-09 10:57
美銀證券發表研究報告指,極兔速遞(01519.HK)第二季經營數據勝預期,受東南亞及拉美電商市場快速增長的推動,第二季合計包里量錄得73.92億件,按年增長23.5%,相應將全年東南亞業務EBITDA預測上調9%,2025至2027年經調整淨利潤預測上調9%至30%,並將目標價從7.7元上調至9.1元,重申「買入」評級。 該行提醒,雖然上半年東南亞業務量錄得強勁增長,但下半年可能因爲比較基數較高而趨於正常化,目前仍預期全年東南亞包里量增長有望大幅超過25%至30%的增長目標。
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