《大行》招銀國際:BOSS直聘(BZ.US)盈利能見度強化 目標價升至25.5美元
招銀國際報告指,BOSS直聘(02076.HK)(BZ.US)第二季收入按年升10%至21億元人民幣符合市場預期,非公認會計準則淨利潤按年升31%至9.41億元人民幣,較市場預期高15%,主要受惠經營槓桿提升及有效的銷售與推廣支出控制。
該行指出,BOSS直聘管理層對第三季收入指引爲按年升11.4%至13%,至21.3億至21.6億元人民幣,受惠於供需動能改善。該行上調對公司今年至2027年盈利預測5%至9%,反映勝預期的經營槓桿及經營開支控制,ADR目標價由21美元上調至25.5美元,基於盈利能見度強化及行業估值重估,維持「買入」評級。
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