《大行報告》摩通上調中通快遞(ZTO.US)評級至「增持」 目標價上調至35美元
摩根大通發表評級報告指,中通快遞(ZTO.US)次季經調整後純利錄得17.59億元人民幣,按年增38%,其上半年經調整後純利錄得28.13億元,達致該行及市場盈利預測的47%及44%。該行相信,這是受惠於市場佔比提升及銷量增長優於預期,以及定價走勢表現勝於預期。
該行指,管理層維持全年銷量指引為250億至259億包裹,意味著全年按年增12%至16%,下半年則按年增13%至20%;該行預料,7月銷量呈17%至18%增長,其表現仍優於同行銷量的8%增長,意味這個走勢在上海封城結束後仍持續。
該行表示,基於次季銷量增長及定價走勢,將公司2022至2024財年盈利預測上調14%至15%,並將其目標價由27美元上調至35美元,其評級由「中性」上調至「增持」。
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