大行評級|大摩:維持貝殼“增持”評級 下半年將繼續擴大市場佔有率
摩根士丹利發表報吿指,貝殼第二季強勁的業績受惠於五月內地公佈支持性住房政策,加上公司持續擴大市場份額。該行預期貝殼下半年將繼續擴大市場佔有率。對於2024年,該行預計貝殼總收入為880億元,按年增長13%,non-GAAP淨利潤為81億元,即non-GAAP利潤率為9.2%,去年為12.6%。大摩維持“增持”評級,目標價為19美元,相信30億美元股票購回計劃如期執行帶來支持。
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