《大行報告》摩通升貝殼(BEKE.US)評級至「增持」 目標價上調至21美元
摩根大通發表研究報告指,貝殼(BEKE.US)評級由「中性」上調至「增持」,原因是短期盈利有上升空間,而已被證實的盈利能力可能促使市場上調其今年的盈利預測,以及潛在的佣金上限對公司的影響可能有限。另外,有關進一步放寬購房限制或開發商融資的消息也或持續提振短期市場情緒。該行相信,集團是該領域久經考驗的市場領導者,認為隨著重新開放後房地產市場正常化,即使沒有投資需求,其利潤率亦有上升空間。
該行表示,由於內地一手和二手樓的交易數據優於預期,因此對2022年第四季的收入和經調整淨利潤的預測,比市場預測分別高出9%和31%。該行相信,集團於今年將有更高的利潤率,並將推動每股盈利上升,因為在房地產市場復甦的情況下,貝殼將繼續成本節約。該行將其美股目標價由17美元上調至21美元。
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