【野村：维持对极兔速递“买入”评级及目标价7.3港元】金十数据3月6日讯，野村证券发表报告，极兔速递(01519.HK)“买入”的投资评级及目标价7.3港元。野村指，极兔速递公布了去年下半年业绩好坏参半。其总营收年增12%至54亿美元，较市场预期低6%，但比该行的预期高2%。该行认为，市场共识未达预期的主要原因是，由于市场竞争导致中国市场每包裹平均收入（ARPP）较低，抵销了该市场更强劲的包裹量成长。其调整后EBITDA急升约3倍至4.27亿美元，较该行的预期高出12%，这主要由于东南亚（SEA）市场盈利强劲，这主要是由于包裹量增加和UE（单位经济）表现更具弹性。因此，野村指，极兔速递调整后的净利润为1.27亿美元，而去年同期亏损1.39亿美元，较市场/该行的预期高出21%/28%。对中国和东南亚市场的积极引导；新市场的展望较为保守。在中国，极兔速递的包裹市占率到2024年将年增0.7个百分点至11.3%。
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