You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大和降貝殼-W(02423.HK)目標價至57元 評級「買入」
阿思達克 08-03 15:20
大和發表研究報告指,考慮到今年第二及第三季貝殼-W(02423.HK)平臺總交易額(GTV)增長弱於預期,將全年存量房GTV預測下調4%。 由於5月至6月份二手成交較弱,該行將第二季存量房GTV按年增幅預測由23%降至20%,預計傭金率將按年持平。一手成交方面,預測第二季GTV及收入將按年增長30%。而根據7月份數據,預測第三季一手及二手GTV按年跌8%及7%。 雖然第二及第三季樓市增長較預期慢,但由於新業務虧損收窄及經營效率提升,該行預計次季非通用會計準則下淨利潤率將較去年同期提升12.6個百分點,達到8.1%。 大和估計,當局潛在的支持政策出臺,以及第二季淨利潤率可能好過預期,將爲公司股價帶來進一步上升空間,當中一線城市二套房首付和抵押貸款比例的潛在放鬆將是關鍵催化劑。大和將貝殼2023至2025年每股盈利預測下調 4%至5%,以反映第三季收入可能遜預期,重申「買入」評級,目標價下調至57元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account