麦格理：下调中通快递目标价至21.2美元下调今明两年盈测

金融界06-27

麦格理发表报告，下调中通快递今明两年盈利预测2%及4%，反映收入正在受压，美股目标价由25.8美元降至21.2美元，投资评级由“跑赢大市”降至“中性”。该行指，内地消费降级趋势持续，导致频繁推广及商户折扣，有关压力将转嫁至派递公司，因商户及电商平台会推动更具成本效益的派递方案。该行亦指，第三方物流价格竞争仍极为剧烈，行业平均运费在去年跌4%之后，今年已按年累跌12%。纵使中通快递近期改变策略，由重...

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麦格理：下调中通快递目标价至21.2美元 下调今明两年盈测

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麦格理：下调中通快递目标价至21.2美元下调今明两年盈测