大行評級|美銀:下調中通快遞目標價至26.3美元 重申“買入”評級
美銀證券發表研報,重申對中通快遞“買入”評級,指出認為中通近期股價疲弱,相信是由於今年第四季至今快遞量按年增長放緩所致,10月增幅為約11%,而11月至今已降至約5%。
管理層表明今年市場佔有率跌幅較預期大,未來有計劃專注於重奪市場佔有率,美銀認為此暗示了2025年快遞價格戰或在所難免,對整個行業影響屬負面,但預期中通單位利潤較同業高,在市場競爭變得激烈時可提供一定緩衝。因應潛在價格競爭,美銀將中通美股目標價下調至26.3美元,2024至2026年每股盈測降至12.47、14.14及15.72元。
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