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《大行報告》美銀證券上調貝殼-W(02423.HK)目標價至54元 評級「中性」
阿思達克 05-22 09:51
美銀證券發表報告,指貝殼-W(02423.HK)(BEKE.US)首季收入按年升62%至203億元人民幣,高於該行預期的189億元人民幣,活躍商店數量及代理人基數均按季轉正;而新房總交易額(GTV)及收入按年升44%及42%,高於預期的28%,及新房市場的7%增長。 該行指,貝殼首季總營運開支達34億元人民幣,低於預期,受惠於員工數目按年下跌及信貸虧損回撥;而非通用會計準則純利錄得36億元人民幣,勝於該行預期。 美銀證券將貝殼次季收入按年增長預測由原先22%上調至37%,同時將新房收入預測上調至按年升32%,並維持現有房屋按年升20%,而次季非通用會計準則純利預測上調至16億元人民幣,同時將將全年非通用會計準則純利預測上調至76億元人民幣。 該行將貝殼美股目標價由19.5美元上調至20美元,港股目標價由51元升至54元,維持其評級為「中性」。
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