瑞银研究报告指，将贝壳-W(02423.HK) (BEKE.US) 评级由“中性”升至“买入”，因集团的毛利率已于在去年第四季度见底，其家装业务转势的速度超出预期，以及股价已低于该行早前的目标价，为估值带来更大的上行空间。
该行将港股目标价由57.2港元升至60港元，美股目标价由22.1美元升至23美元，并将2025至27年的盈利预测上调1至5%，因预期家装业务的利润率预测获上调。该行表示早前下调评级是因为担心成本和利润率受压，但今年首季业绩公布时附带的指引令该行重拾信心。(ss/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-05-16 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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