星展：降貝殼-W(02423)目標價至52.09港元重申「買入」評級

智通財經

2025/11/13

智通財經APP獲悉，星展發布研報稱，基於調整後交易總額及成本假設，下調貝殼-W(02423)2025至2026財年盈利預測17至19%。貝殼為房市復甦指標股首選，重申「買入」評級，目標價由62.25港元下調至52.09港元。貝殼(BEKE.US)美股目標價由23.41美元降至19.36美元。

該行稱，貝殼2025年第三季度業績符合預期。住宅交易總額下滑導致營運槓桿減弱，是本季表現平平的主因。公司2025年第四季度指引未達預期，淨收入與利潤率預測偏保守。

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星展：降貝殼-W(02423)目標價至52.09港元 重申「買入」評級

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星展：降貝殼-W(02423)目標價至52.09港元重申「買入」評級