智通财经APP获悉，极兔速递-W(01519)涨超4%，截至发稿，涨4.67%，报6.28港元，成交额1.02亿港元。
消息面上，花旗发布研报称，首次覆盖极兔速递，予“买入”评级，目标价8.3港元。投资论点基于公司自2015年成立以来的强劲执行力；在捕捉中国电子通讯业者全球扩张趋势中的优势地位；由于专注于中国市场的盈利能力以及在新市场的扩张所带动的利润率扩张；以及独特的区域赞助商模式。
大和此前表示，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。长江证券也指出，2024年各地区经营情况向好，公司盈利拐点显现。
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