智通财经APP获悉，极兔速递-W(01519)涨超3%，本月股价已累涨38%。截至发稿，涨3.42%，报9.38港元，成交额6.57亿港元。
消息面上，摩根士丹利发布研报称，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港元升至9.5港元，维持“与大市同步”评级。该行指，极兔速递今年采用第三方物流(3PL)的TikTok Shop正积极抢占市占率，令次季经营表现超预期。
大摩料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，东南亚增长前景更乐观。此外，招银国际将极兔速递目标价由6.9港元，调高45%至10港元，维持“买入”的投资评级，认为东南亚市场份额的增长故事将使极兔在香港市场成为一只具有独特概念的股票。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.