花旗发表研究报告指,贝壳(02423.HK) 首季成交表现强劲,并可能在3月获纳入港股通,因此对该股展开30日正面催化观察。
花旗表示,贝壳受多项利好因素带动,包括主要城市的二手成交量强劲;集团受惠于稳定的内房市场预期;该股或获纳入港股通;预期总交易额(GTV)带动的上季业绩或小幅超越预期及强劲的首季业绩等。
该行重申贝壳为首选。由于确信内房市场稳定将推动集团的GTV前景,目标价由60.72元上调至72.86元,评级为“买入”。(sl/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-07 12:25。)
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