大行评级丨美银：上调联邦快递目标价至348美元分拆有助释放价值

港股那点事12-23

美银证券发表研报指，联邦快递宣布将分拆货运业务于未来18个月内独立上市，推动盘后股价上涨9%，公司首席执行官Raj Subramaniam强调分拆将有助于提升联邦快递发展战略、营运和财务执行能力，从而释放庞大价值潜力。该行预测相关价值达到每股348美元，将释放价值潜力。一如预期FedEx管理层将2025财年每股盈利指引从介乎20至21美元下调至19至20美元，对比美银预测则从19.15美元上调至19.35美元。

美银重申对该公司“买入”评级，目标价从325美元升至348美元，对应2026财年每股盈利预测约15倍。

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大行评级丨美银：上调联邦快递目标价至348美元 分拆有助释放价值

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大行评级丨美银：上调联邦快递目标价至348美元分拆有助释放价值