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傑富瑞:同道獵聘(6100.HK)Q4業績超預期 維持“買入”評級 目標價上調至20港元
格隆匯 03-22 11:15
格隆匯3月22日丨傑富瑞發研報指,同道獵聘(6100.HK)21財年四季度業績顯示,收入和非公認會計准則淨利潤超過該行預期,維持公司“買入”評級,目標價上調至20港元(較上日收盤價有19.05%的潛在升幅)。公司Q4總收入同比增長26.9%,至7.713億元人民幣,高於該行預期的7.274億元人民幣。非公認會計准則淨利潤達到了3750萬元(公司預計為估計為2960萬元),非公認會計准則淨利率為4.9%。經認證的企業用户數量從2021年9月的94.6萬增加到2021年12月的1003萬,達到了超過一萬數量的里程碑。該行稱,儘管受全球和新冠疫情的影響,獵聘的核心市場——中高端市場對人才的需求依然強勁。公司將繼續以“平台+SaaS+服務”戰略於企業數字化招聘需求。2022年,該行預計公司受益於產業升級和政府的扶持政策。
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