《大行》匯豐研究升中通快遞(02057.HK)目標價至200元 評級「買入」
匯豐研究發表研究報告指,國家郵政局向廣東省地方快遞企業發佈最新指導意見,要求各快遞企業將最低價格提高至每件0.4元人民幣,最低價格不低於每件1.4元人民幣。該行指,自6月中旬起,中通快遞(02057.HK)H股股價由低谷反彈23%,部分受惠市場預期,以及對國家郵政局提出加價指引做出積極反應。
該行預料,公司次季收入按年升11%至120億元人民幣,較預期低2%,市場佔有份額按年升0.5個百分點至20.1%,平均售價按年跌5%至1.17元人民幣,較預期高1%。
該行將公司2025年至2027年平均售價預測上調1%至2%,同時將公司在2025年至2027年純利預測上調1%至4%,其美股目標價由22美元上調至25美元,港股目標價由172港元上調至200港元,維持「買入」評級。(ca/u)
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