《大行》星展:贝壳(02423.HK)二手市场见曙光 目标价51.68元

阿斯达克财经
Mar 11

星展发表研究报告指出,近期本地新闻报道显示,贝壳-W(02423.HK) 正在实施人员优化计划,主要影响研发、营运及其他后勤部门的职位。此举是精简营运及提升整体业务效率的更广泛策略的一部分。因此,预计2025年第四季与一次性补偿项目相关的营运开支将会上升。考虑到这些因素,该行微调了成本假设,并将2025财年盈利预测下调约10%。该行表示,政策反应更为积极,上海最近放宽购房限制,全国范围削减增值税。...

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