智通财经APP获悉，星展发布研报称，基于调整后交易总额及成本假设，下调贝壳-W(02423)2025至2026财年盈利预测17至19%。贝壳为房市复苏指标股首选，重申“买入”评级，目标价由62.25港元下调至52.09港元。贝壳(BEKE.US)美股目标价由23.41美元降至19.36美元。
该行称，贝壳2025年第三季度业绩符合预期。住宅交易总额下滑导致营运杠杆减弱，是本季表现平平的主因。公司2025年第四季度指引未达预期，净收入与利润率预测偏保守。
智通财经APP获悉，星展发布研报称，基于调整后交易总额及成本假设，下调贝壳-W(02423)2025至2026财年盈利预测17至19%。贝壳为房市复苏指标股首选，重申“买入”评级，目标价由62.25港元下调至52.09港元。贝壳(BEKE.US)美股目标价由23.41美元降至19.36美元。
该行称，贝壳2025年第三季度业绩符合预期。住宅交易总额下滑导致营运杠杆减弱，是本季表现平平的主因。公司2025年第四季度指引未达预期，净收入与利润率预测偏保守。
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