BOSS直聘(02076)涨3.56% 此前高盛预期月活跃用户年均复合增长率达11%

金吾财讯
Oct 08

金吾财讯 | BOSS直聘(02076)早盘向好,截至发稿,涨3.56%,报93.2港元,成交额345.89万港元。

公司中报显示,上半年收入同比增长11.2%至40.26亿元,净利润同比增长85.6%至12.23亿元。上半年平均月活跃用户达到了6060万,比去年同期的5060万增长了19.8%。上半年平均日活跃用户╱月活跃用户达到25.0%。

此前高盛预计集团2024至30年收入及净利润的年均复合增长率分别达13%与16%,因用户持续增长和网络效应,预期月活跃用户年均复合增长率达11%。随着月活跃用户增速放缓,该行料企业付费比率将提升,由2025年约19%逐步增长至2030年约21%。再者,AI推动技术升级,将改善用户体验并提升增值服务收入,推动2026至30年间每付费用户平均现金收入年均增长2%至3%。首予BOSS直聘“买入”评级,目标价111港元。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10