【摩根士丹利:极兔速递回购计划或将支持投资气氛】金十数据10月30日讯,摩根士丹利就极兔快递(01519.HK)宣布拟不超过10亿港元,回购不多过8.81亿股B股的回购计划发表报告,由于中国市场竞争加剧以及东南亚和新市场的增长放缓,极兔速递今年年初至今的表现落后于恒指80个百分点以上。大摩认为,股票回购显示了管理层对集团长期增长的信心,并可能支持投资气氛。大摩认为,各自市场的电子商务竞争,仍是极兔速递海外利润增长的关键驱动力之一。大摩相信,东南亚和极兔速递涉足的新市场电子商务竞争的潜在升级,将成为正面的催化因素。暂维持目标价7.8港元及“与大市同步”。
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