《大行報告》大摩下調同道獵聘(06100.HK)目標價至16元 評級「與大市同步」
摩根士丹利發表研究報告指,同道獵聘(06100.HK)第二季收入及盈利均符合預期,上半年強勁增長主要來自去年基數較低以及宏觀經濟復甦帶動勞力市場需求回升。
同道獵聘自4月高位累計調整49%,當中主因包括近期內地加強對互聯網企業的監管,該行表示,科技行業招騁佔公司收入約20%至25%,而教育行業則佔比不大,行業的招聘需求偏向於入門級職位。該行認為下半年市況仍有待觀察,維持其「與大市同步」評級。
該行將其2021至2023年經調整淨利潤預測削減14%、12%及13%,並將目標價由21元降至16元,認為缺乏短期股價催化劑,若未來反映出強勁增長勢頭可持續,則看法可轉向正面。
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