大行评级丨里昂:上调贝壳目标价至62港元,加入中国物业板块首选股名单

格隆汇
Yesterday
里昂发表报告指,贝壳第二季业绩超出指引及市场预期分别33%及23%,受惠于市场份额扩大及效率提升。该行认为进一步效率提升及更广泛的市场复苏构成上行风险。该行将H股目标价由61港元上调至62港元,ADS目标价由23.8美元上调至24.2美元,重申“跑赢大市”评级,并上调2026至28年各年经调整纯利预测分别2.6%、3.2%及2.2%,以反映成本减省胜预期及效率提升;相信贝壳将是物业市场复苏的首批受惠者之一,并加入中国物业板块首选股名单。

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