智通财经APP获悉，大和发布研究报告称，首次覆盖极兔速递(01519)，予该股“跑赢大市”评级，目标价7港元。
大和表示，极兔速递透过独特的企业文化和代理业务模式，实现全球市场发展战略。该公司拥有稳健的快递业绩记录，是东南亚地区最大的快递公司。此外，虽然面对电商平台内部物流业务的竞争，但东南亚地区的货到付款比率(COD)高，令集团提供更快速的配送服务，从而与竞争对手形成差异。目前，集团已打入巴西、墨西哥、沙特阿拉伯和其他中东国家的快递市场。
该行预期，由于极兔速递的中国客户结构及成本优化，其中国业务的经调整EBITDA将于2024年转盈。由于中国于去年占公司总包裹量超过80%，预计中国对今年的盈利贡献将十分显著。
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