【研报掘金丨华泰证券:首予极兔速递“买入”评级及目标价7.5港元 看好未来的发展】华泰证券发表报告,首次覆盖极兔速递,评级“买入”,目标价为7.5港元。该行指,看好极兔未来的发展。海外方面,跨境电商和本土电商扩张,电商渗透率提升推动快递行业高增且单票盈利高,为极兔提供确定性增长和盈利贡献;国内方面,中国是全球最大快递市场,件量规模大,业绩敏感性强。极兔作为后起之秀,抓住社交电商增长机遇,有望持续缩小和龙头公司差距,站稳国内市场。华泰证券预计极兔速递2024年至2026年归母净利润各8000万、3.5亿及6.5亿美元,料期内复合增长率178.6%。

金融界
03 Jan
华泰证券发表报告,首次覆盖极兔速递,评级“买入”,目标价为7.5港元。该行指,看好极兔未来的发展。海外方面,跨境电商和本土电商扩张,电商渗透率提升推动快递行业高增且单票盈利高,为极兔提供确定性增长和盈利贡献;国内方面,中国是全球最大快递市场,件量规模大,业绩敏感性强。极兔作为后起之秀,抓住社交电商增长机遇,有望持续缩小和龙头公司差距,站稳国内市场。华泰证券预计极兔速递2024年至2026年归母净利润各8000万、3.5亿及6.5亿美元,料期内复合增长率178.6%。

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