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《大行報告》匯豐研究微降貝殼-W(02423.HK)目標價至62.14元 評級「買入」
阿思達克 11-09 10:42
匯豐研究發表評級報告指,貝殼-W(02423.HK)第三季業績表現強勁,勝於其指引,非通用會計師準則純利按年升13%,並提及第四季收入指引介乎180億元人民幣至185億元人民幣,意味着8%至11%的按年增長。該行對新指引持正面看法,反映公司認爲相比第三季,料第四季增長或會加速。 該行指,公司第三季表現勝於預期,並受惠於政府針對房地產的刺激政策,包括放寬抵押貸款政策及降低首付要求;該行繼續視貝殼-W爲政策放寬的主要受惠者之一。 該行將公司在2023年至25年收入預測上調1%至3%,毛利率預測則下調0.1個百分點,而非通用會計師準則純利預測則上調2%至3%。該行將其目標價由62.4元下調至62.14元,維持其評級爲「買入」。(ca/cy) ~
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