大行评级丨大和:重申中通快递“买入”评级 获纳入恒指将在短期内推动股价

格隆汇
19 May
大和研究报告指,日前恒指公司宣布最新将中通快递纳入恒指成份股,权重为0.44%,认为将会在短期内推动股价,因很多基金都以恒指作为标准。在过去90个交易日中,中通ADR的平均交易量为5100万美元,远高于H股的3.06亿港元。此外,中通H股年初至今较恒指落后超过15%。该行重申中通快递“买入”评级,主要风险包括包裹量增长低过预期及毛利率下降。

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