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《大行》招銀國際下調貝殼(KE.US)收入及利潤預測 目標價降至22.6美元
阿思達克 08-27 16:00
招銀國際報告指,貝殼(KE.US)(02423.HK)第二季收入按年升11%至260億元人民幣,與該行及市場預期一致,主要受新房交易、住房租賃及家居裝修與家具推動。季度非公認會計準則淨利潤按年跌32%至18億元人民幣,超出該行及市場預期4%和6%。 該行指,貝殼難免受內房行業逆風影響,但公司正處提升營運效率軌道,將在行業復甦時帶來更好盈利彈性。該行下調貝殼今年至2027年收入預測2%至3%及非公認會計準則淨利潤預測6%至13%,反映比預期更嚴重的行業逆風,對貝殼ADR目標價由23.8美元下調至22.6美元,維持「買入」評級。
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