智通财经APP获悉,大华继显发布研报称,维持贝壳-W(02423)“买入”评级,目标价由70港元升至80港元。贝壳去年第四季营收同比增长54%至311亿人民币,高于该行及市场预期,亦好过先前预告同比增长39至44%。非通用会计准则(Non-GAAP)净利同比减少22%至13亿人民币,未达预期,原因在于扩大平台的策略性投资。非通用会计准则下的净利润率同比减少4个百分点至4.3%。
受惠于农历春节及今年楼市展望稳定,该行指引第一季房屋市场表现强劲。展望全年,贝壳预期现楼市场将温和复苏,而新楼市场可能持续调整,但新楼销售同比跌幅预计将收窄。
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