智通财经APP获悉,花旗发布研报称,中通快递-W(02057)拟发行15亿美元可换股优先票据同步回购股份。由于截至2025年9月尚余7亿美元股份回购额度,公司可能于近期业绩发布时重启回购计划。该行认为,低利率和合理溢价可完全抵销潜在稀释影响,对发行可换股票据看法轻微正面。此外,中通快递公布2025年初步业绩,包裹量增长13.3%,符合该行预期,营收区间为485-500亿元人民币,毛利介乎121.5-125.5亿元人民币,两者中位均大致符合该行和市场预期。
智通财经APP获悉,花旗发布研报称,中通快递-W(02057)拟发行15亿美元可换股优先票据同步回购股份。由于截至2025年9月尚余7亿美元股份回购额度,公司可能于近期业绩发布时重启回购计划。该行认为,低利率和合理溢价可完全抵销潜在稀释影响,对发行可换股票据看法轻微正面。此外,中通快递公布2025年初步业绩,包裹量增长13.3%,符合该行预期,营收区间为485-500亿元人民币,毛利介乎121.5-125.5亿元人民币,两者中位均大致符合该行和市场预期。
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