大行评级|大摩:上调极兔速递目标价至9.5港元 次季经营表现超预期

格隆汇
15 Jul

摩根士丹利发表研究报告指,今年采用第三方物流(3PL)的TikTok Shop正积极抢占市占率,令极兔速递次季经营表现超预期。该行预计极兔今年上半年经调整净利达约2.35亿美元,而去年同期为6300万美元。该行上调极兔速递2025至27年各年经调整净利预测分别12%、24%与34%,反映东南亚市次季超预期表现及后续年度增长预测获上调,目标价由7.1港元上调至9.5港元,维持“与大市同步”评级。

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