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《大行報告》匯豐研究上調貝殼-W(02423.HK)目標價至60.58元 評級「買入」
阿思達克 03-17 16:11
匯豐研究發表研報指,貝殼-W(02423.HK)(BEKE.US)去年第四季業績表現強勁,收入超出增長指引約14%,全年盈利按年增長24%,亦超出該行預期16%,較市場預期高44%。 報告指出,貝殼管理層調升首季增長指引將推動近期股價表現向好,又指去年第三及第四季收入及毛利率均持續改善,認為已展示出較明顯復甦,亦增強了該行對今年全年發展前景的信心,繼續到為房地產領域的首選之一。 因應去年業績,匯豐研究適度下調今年貝殼的交易總值預測,但考慮到家居裝修及租賃物管業務貢獻提升,因此將今明兩年收入及盈利預測上調3%,惟略微下調每股盈利預測,以反映股權激勵計劃所帶來的稀釋效應,目標價由59.8元升至60.58元,維持評級「買入」。
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