美银证券发布研报称,极兔速递-W(01519)第二季经营数据胜预期,受东南亚及拉美电商市场快速增长的推动,第二季合计包裹量录得73.92亿件,同比增长23.5%,相应将全年东南亚业务EBITDA预测上调9%,2025至2027年经调整净利润预测上调9%至30%,并将目标价从7.7港元上调至9.1港元,重申“买入”评级。
该行提醒,虽然上半年东南亚业务量录得强劲增长,但下半年可能因为比较基数较高而趋于正常化,目前仍预期全年东南亚包裹量增长有望大幅超过25%至30%的增长目标。
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