大和的研究报告指，极兔(01519.HK) 去年业绩好过预期，毛利及经营利润均胜该行预期，重申对公司的评级“跑赢大市”，将目标价由7元降至6.8元。
该行引述公司管理层指，今年来自东南亚的竞争风险将会减弱，公司市占率由去年上半年的27.4%升至全年的28.6%，其竞争对手全年市占率则为24.5%。不过新市场的展望则不如乐观，主要因为内地的跨境电子商务政策以及国内价格战不明朗。该行仍对新市场中的部分机会保持乐观，主要因为其主要客户在巴西开展业务，以及在部分地区的竞争有限，并料公司可在今年达到管理层提到收支平衡的目标。
大和表示因公司去年业绩表现，决定上调对其今明两年的每股盈利预测4%至9%，视管理层今年的指引(即销量增不多于20%以及经调整EBITDA按年增长强劲)为股价增长的催化剂。(vc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-07 12:25。)
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