BOSS直聘(BZ.O)今日盘中大涨5%,引发市场广泛关注。
据国信证券最新发布的研究报告显示,虽然2024年第三季度国内企业招聘意愿和支付仍处于低位,但BOSS直聘预计将通过精细化运营,保持稳健的利润表现。具体来看:
一方面,随着宏观经济温和复苏,2024年第三季度公司现金收款和收入增速虽有所放缓,但增长态势依旧良好,分别预计同比增长10%和14%左右。另一方面,在企业招聘需求转淡的情况下,公司将更加审慎投放营销费用,并保持研发投入的稳定性,有望维持良好的经营利润水平。
此外,11月制造业采购经理指数(PMI)延续回升态势,连续两个月运行在扩张区间,高技术制造业和消费品行业PMI亦有所回升,为公司后续经营带来利好。而且,BOSS直聘过去一年多来频繁实施股票回购,显示公司对中长期发展前景充满信心。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.