摩通有才天下猎聘(6100.HK)在中高端的人才招募市场中具独特定位
摩根大通发表研究报告指,对有才天下猎聘(06100.HK)今年增长更感谨慎,因宏观环境不稳定。该行业与广告或数码营销支出类近,企业的招聘支出,特别是中小企,与经济周期是有极大关连性,在经济下行是会受到影响。因此,才天下猎聘的人才招募收入压力料将增加。

该行表示,虽然有才天下猎聘在中至高端的人才招募市场中,具独特定位,但由于其未来6至12个月财务前景不确定性增加,加上预料其今年上半年经调整後每股基本盈利为0.14元人民币,净利润率为10%,而收入将达到7.02亿元人民币,按年增加21%等预测下,故将其目标价由23港元降至22港元,维持评级“中性”。
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