高盛发表报告,指贝壳-W(02423.HK) 被该行视为中国现房销售改革的结构性净受惠者,该行维持贝壳“买入”评级,按2027年非公认会计原则(non-GAAP)净利润20倍(不变)市盈率估值,H股目标价由63港元升至66港元,贝壳(BEKE.US) 美股目标价由24美元升至25美元。该行指出,新政策及现房销售模式或显著影响发展商投资回报,并对聚焦新房的中介构成总交易额逆风,但贝壳定位独特。政策...
Source Link高盛发表报告,指贝壳-W(02423.HK) 被该行视为中国现房销售改革的结构性净受惠者,该行维持贝壳“买入”评级,按2027年非公认会计原则(non-GAAP)净利润20倍(不变)市盈率估值,H股目标价由63港元升至66港元,贝壳(BEKE.US) 美股目标价由24美元升至25美元。该行指出,新政策及现房销售模式或显著影响发展商投资回报,并对聚焦新房的中介构成总交易额逆风,但贝壳定位独特。政策...
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