智通财经APP获悉,野村发布研究报告称,京东物流(02618)较早前宣布收购跨越速运剩余约36.43%股权,野村指交易估值公平合理,维持京东物流“买入”评级,目标价17.8港元。
野村指出,京东物流手持大量净现金,有支付能力,且交易分3期付款,也缓解付款压力。此外还指出,更重要的是跨越速运过去数年收入增长、净利润率均高于同业。当收购完成后,京东物流将全资拥有跨越速运,使京东物流能够更好地整合跨越速运资源,赋能自身空运、跨境物流等方面的发展和规模竞争力,释放双方更多协同放应。
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