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《大行》匯豐研究升順豐同城(09699.HK)目標價至22元 上調收入及盈利預測
阿思達克 08-26 11:09
匯豐研究發表研究報告,維持順豐同城(09699.HK)「買入」評級,指出其中期業績表現穩固,收入按年升45%淨利潤按年倍增,憧憬即時零售市場蓬勃發展可推動公司收入及盈利增長,將2025至2027年收入預測上調8%至10%,各年淨利潤預測各上調1%。雖然騎手成本上升或輕微拖累利潤率,但考慮到規模效應及客戶結構優勢,匯豐研究認為整體影響可控,預測順豐同城2024至2027年收入年均複合增長率可達34%,較2021至2024年的約24%加快,將目標價從20.8元上調至22元。
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