极兔速递午后急升5.57% 机构指东南亚与新市场的电商红利将驱动公司未来业绩高增

金吾财讯

01/05

（原标题：极兔速递(01519)午后急升5.57% 机构指东南亚与新市场的电商红利将驱动公司未来业绩高增）金吾财讯 | 极兔速递(01519)午后急升，截至发稿，涨5.57%，报10.99港元，成交额2.64亿港元。消息面上，里昂发表研究报告指，极兔速递日前宣布大幅增持附属公司Jet Global及JNT Express KSA，即负责营运其新市场业务的实体，涉及金额高达10.56亿美元。其中，...

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Institutions pointed out that e-commerce dividends in Southeast Asia and new markets will drive the company's future performance growth","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01519":1.5},"content_text":"（原标题：极兔速递(01519)午后急升5.57% 机构指东南亚与新市场的电商红利将驱动公司未来业绩高增）金吾财讯 | 极兔速递(01519)午后急升，截至发稿，涨5.57%，报10.99港元，成交额2.64亿港元。消息面上，里昂发表研究报告指，极兔速递日前宣布大幅增持附属公司Jet Global及JNT Express KSA，即负责营运其新市场业务的实体，涉及金额高达10.56亿美元。其中，首期结算款项约3.17亿美元将于今年底前以公司现有现金储备支付。该行认为此举对极兔的发展至关重要，因新市场业务有望成为新的增长引擎，而股权结构更集中有助提升决策效率。是次增持亦将有助优化公司的股东结构。该行对极兔速递的海外扩张策略保持信心，预计2025年新市场业务销售额可达7.48亿美元，经调整EBITDA达3600万美元；重申“跑赢大市”评级，目标价11.9港元。国盛证券发布研报称，东南亚与新市场的电商红利带来的极兔速递业务规模增长，中国的盈利能力改善，将共同驱动公司未来业绩高增。该行预测极兔速递2025-2027年经调整净利润分别为3.71/5.71/7.64亿美元，分别同比增长85.2%/54.0%/33.8%，对应经调整EPS分别为0.040/0.061/0.083美元/股。考虑到公司在东南亚市场与拉美中东市场的的高成长性应享有估值溢价，该行给予公司26年目标P/E27x，结合公司2026年经调整EPS预测0.061美元/股，对应合理估值12.90港元，给予“买入”评级。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}