《大行報告》大和:貝殼-W(02423.HK)削北京二手房佣金至2% 股價調整呈收集良機
大和發表研究報告指出,貝殼-W(02423.HK)宣布將北京二手房佣金由2.7%下調至2%,拖累股價昨日(26日)曾跌逾一成。該行相信,有關行動符合內地政府近期刺激住房需求的政策。
該行指出,鑑於北京二手房銷售佔貝殼的總收入的15%至17%,預測由第四季起相關政策對公司盈利影響僅約2%至3%。隨著內地進入中秋節和國慶假期,該行預計看房和交易將較前幾周正常化,公司股價或將於未來一至兩周受壓。
然而,該行認為貝殼股價進一步調整將是收集良機,因公司積極進行股票回購,且仍然是二手房銷售復甦的代表,同時受惠於潛在的利好政策,予公司「買入」評級。
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