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《大行報告》美銀證券輕微上調貝殼-W(02423.HK)目標價至51元 評級「中性」
阿思達克 04-25 10:13
美銀研究報告指,將貝殼-W(02423.HK)今年首季收入預測上調至189億元人民幣,按年增長預期由46%提升至50%,高於公司經營指引,同時預期收入提升將帶動經調整淨利潤增長至20億元人民幣,利潤率料達10.6%。 該行表示,內地樓市3月份表現雖然有所減弱,但數據仍然好過預期,3月貝殼的移動應用活躍用戶按年增長27%,按月計亦增長4%,用戶使用時長按年增長36%,因此預測今年首季公司新房業務收入增長將加快至28%,存量房業務收入增長預測則提升至43%。 但美銀表示中國房地產市場的能見度仍然較低,維持對貝殼的「中性」評級,目標價從50元微升至51元。
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