大行评级|大和:上极兔速递目标价调至8.8港元 重申“跑赢大市”评级

格隆汇
09 Jul

大和发表研究报告指,极兔速递今年上半年东南亚包裹量按年增长58%,表现强劲,远超过年初设定的全年30%增长目标。增长主要因为电商平台促销活动,以及TikTok、Shein及TEMU等新客户的强劲增长,以及非平台交易量的强劲增长(占东南亚交易量的10%)。 基于对东南亚市场包裹量在2025年增长50%,新市场在2026年增长30%(此前分别为30%及20%),大和将极兔速递2025年至2027年每股盈利预测分别上调10%至11%,重申“跑赢大市”评级,并基于2025年至2026年每股盈利及17倍市盈率,将目标价由6.8港元上调至8.8港元。

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