《大行報告》中銀國際上調貝殼(BEKE.US)目標價至31.88美元 評級「買入」
中銀國際發表報告指,貝殼(BEKE.US)第三季收入178億元人民幣,按季下跌8.6%,按年則升1.2%,好過該行預期,主要受惠非物業交易收入按年大升111.6%,以及新屋業務變現率上升,部分抵銷二手樓業務變現率下跌的影響。毛利率維持在27.4%,較該行預測高出4.4個百分點,主要受一次性薪酬因素影響,預計在第四季收窄至23.6%。經調整純利按季跌9.5%、按年升13.3%至21.47億元人幣,遠好過該行預期。
該行將今年至2025年三年期間,經調整每股盈測分別上調19.4%、6.9%及2.2%,美股目標價上調3.3%至31.88美元,維持「買入」評級,反映在二手樓及其他業務的長遠增長前景,以及在新屋業務市場佔有率持續上升。
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.