大行评级丨高盛:贝壳次季盈利全面胜预期,港股目标价升至63港元

格隆汇
5 hours ago
高盛发表报告指,贝壳第二季业绩在盈利能力上全面胜预期,这是另一个验证其投资论点的季度,尤其体现了公司对营运效率的加强关注,以释放盈利能力。由于毛利率及营运支出控制优于预期,该行上调2026至2028年每股盈利预测12%、7%及4%。该行将贝壳港股12个月目标价由58港元上调至63港元,美股目标价由22美元上调至24美元,基于2027年非通用会计准则纯利预测20倍市盈率不变,维持“买入”评级。

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