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《大行》招商證券國際:升BOSS直聘(02076.HK)目標價至101元 需求改善助下半年增長持續
阿思達克 08-22 14:44
招商證券國際研報指出,BOSS直聘(02076.HK)(BZ.US)今年第二季度業績超預期,收入按年增10%,超預期1%;非GAAP淨利潤按年增31%,超預期16%,得益於持續效率提升。該行表示,公司需求趨勢持續改善,預計25年下半年增長加速,AI賦能業務表現進一步提升。該行又看好公司增長前景,新股東回報計劃預計未來12個月收益率達3.4%。 招商證券國際對公司2025年下半年需求復甦持樂觀態度,並認爲公司作爲行業領導者,將長期受益於在線招聘滲透率的上升趨勢。該行將公司2025、2026財年非GAAP淨利潤預測分別上調1%、2%,反映需求復甦及經營槓桿推動盈利前景改善。基於2026財年20倍市盈率,港股目標價從86港元上調至101港元;美股目標價從22美元上調至26美元;評級「增持」。
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