《大行報告》富瑞上調貝殼(BEKE.US)目標價至24.2美元 評級「買入」
富瑞發表報告指,貝殼(BEKE.US)首季平台總交易額、收入、non-GAAP純利均勝預期。在電話會議上,管理層強調,受惠積極的政策環境、對樓價和收入復甦的預期改善、預售房屋按時交付,業務溫和復甦。另股票回購反映對長期前景的信心,該行維持予其美股「買入」評級,美股目標價由23.5美元升至24.2美元。
富瑞指,貝殼次季收入展望勝預期,預計總收入將在185億元人民幣至190億元人民幣之間,相當於按年分別增長約34.3%至37.9%。該行估計次季總收入將按年增長38%,non-GAAP淨利率將達到約8.2%。
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