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...
Source Link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...
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