大行评级丨花旗:上调贝壳H股目标价至75.4港元,重申为首选股

格隆汇
6 hours ago
花旗发表研报指,贝壳第二季利润胜预期,突显了公司积极的营运杠杆及平台模式所蕴含的盈利能力。展望第三季及第四季,该行考虑到贝壳谨慎的指引、去年第三季的低基数,以及近期的政策支持,除非第四季出现一次性资产减值,否则预计其利润在GTV增长的带动下将进一步向上修订。另外,贝壳正扩展业务至房屋与居住决策,从而强化其长期竞争优势与可持续增长。该行表示,鉴于贝壳布局重点城市的交投复苏,重申公司为首选股,H股目标价由73.6港元上调至75.4港元,美股目标价则由26.4美元调升至26.6美元,续予“买入”评级。

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