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大行評級|星展:上調貝殼目標價至52.44港元 上調2024年至25年盈測
格隆匯 08-14 15:53

星展發表評級報吿指,貝殼次季業績表現穩健,受惠毛利率表現勝於預期的貢獻,期內實現總交易額(GTV)按年升7.5%至8,390億元,收入達230億元,均符合預期。該行指,集團第三季指引略超預期,鑑於公司7月GTV勢頭強勁,具良好上升潛力。政府未來將會推出更多利好和穩定房地產等相關政策,而貝殼無疑是受益人之一。該行將集團在2024年至2025年盈利預測上調1%至12%,反映毛利率貢獻更高,並將其目標價由48.69港元上調至52.44港元,重申其“買入”評級。

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