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大行評級丨花旗:對貝殼展開30日正面催化觀察,升目標價至72.86港元,評級“買入”
格隆匯 03-07 14:55
花旗發表研究報吿指,貝殼(2423.HK)首季成交表現強勁,並可能在3月獲納入港股通,因此對該股展開30日正面催化觀察。花旗表示,貝殼受多項利好因素帶動,包括主要城市的二手成交量強勁;集團受惠於穩定的內房市場預期;該股或獲納入港股通;預期總交易額(GTV)帶動的上季業績或小幅超越預期及強勁的首季業績等。該行重申貝殼為首選。由於確信內房市場穩定將推動集團的GTV前景,目標價由60.72港元上調至72.86港元,評級為“買入”。
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