大和发表研报指,中通快递降低今年全年包裹量增长指引,从介乎15%至18%下调至介乎11.6%至12.3%,相信是由于低价包裹量强劲增长所致。
大和认为,上季中通市占率按年下降,加上运力充裕,展望明年,可更专注于提升包裹量及市占率,加上成本预期下降,预测2025至2026年盈利按年增幅可达到十数个百分点。大和将中通H股目标价由210港元下调至195港元,重申“买入”评级,维持今年全年盈利达到102.8亿元的预测。
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