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《大行報告》匯豐研究上調貝殼(BEKE.US)目標價至24美元 受惠政策
阿思達克 09-06 13:38
匯豐研究發表報告,指貝殼-W(02423.HK)(BEKE.US)次季業績強勁,次季收入超過管理層指引上方達3%,按年升41%。次季扭虧為盈,錄純利24億元人民幣,按季則跌33%。公司宣派特別息每股美國預託證券17.1美仙(或每股普通股5.7美仙),意味派息比率9%。 報告稱,貝殼今年首數個月受惠於內地實體房市復甦,執行力佳,並交出良好中期業績。由於近期房市下行,貝殼預期本季(第三季)收入介乎155億至160億元人民幣,意味按年跌9%至12%。不過,該行料貝殼或迎來政策拐點,未來數個月成交有望改善。內地多個城市「認房不認貸」及下降首付比率料刺激房市情緒及交投。該行相信貝殼是主要政策受惠者,因其在一線城市有重大業務敞口,予其美股評級「買入」,目標價由23.3美元升至24美元。
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