《大行》美银证券升贝壳(02423.HK)目标价至55元 盈利能力改善

阿斯达克财经
Yesterday

美银证券发表研究报告指出,贝壳-W(02423.HK) 第四季收入为222亿元人民币(下同),按年跌29%,符市场共识。经调整纯利为5.2亿元,低于市场预期,主要由于录得7亿元的一次性裁员相关成本。尽管第四季收入下跌,存量房及新房服务的贡献利润率分别按年持平及按年升2.6个百分点。租赁业务在2025年实现全年盈利,而家居装修业务则大幅收窄亏损。受成本优化带动,第四季营运开支按年跌20%。公司宣派...

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