美银证券：上调极兔速递-W(01519)目标价至7.7港元重申“买入”评级

智通财经2025-05-22

智通财经APP获悉，美银证券发布研报称，极兔速递-W(01519)的市场份额已达30%，旗下虾皮购物(Shopee)在印尼的业务量削减不太可能影响2025财年的业绩指引;同时公司正在印尼东爪哇省扩建网络，其成本结构可能低于电商平台自营物流。此外，随着平均售价下降，极兔速递有能力降低单位成本，且其自动化水平高于东南亚其他国家。鉴于估值吸引力及中国市场的盈利下行风险已充分提示，重申“买入”评级。基于...

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美银证券：上调极兔速递-W(01519)目标价至7.7港元 重申“买入”评级

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美银证券：上调极兔速递-W(01519)目标价至7.7港元重申“买入”评级