物流软件提供商WiseTech Global下月公布半年报时，其收入加速增长的驱动因素将成为Jarden分析师的重点审查对象。分析师在客户报告中指出，这家澳大利亚公司的年度指引显示，其CargoWise平台下半年收入将实现12%-13%的加速增长。
市场关注焦点集中于两个关键维度：全新推出的集装箱运输优化产品对业绩的贡献程度，以及新定价模式下的增值服务包产生的实际效益。与此同时，分析师更迫切希望了解增值服务包推出后客户流失率的变化趋势。
尽管存在这些待解疑问，Jarden仍将目标价小幅上调1.4%至74澳元，维持对该股的中性评级。该股昨日收盘报67.43澳元，市场正静待财报披露带来的新方向指引。
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