瑞银表示，预期贝壳2024财年第三季营收同比升29%，处于指引上限。一级总交易额(GTV)按季升15%，跑赢百强发展商合约销售表现。考虑到房屋装修及房屋租赁业务亏损收窄，以及预期2024至2026财年营运杠杆有所改善，故将贝壳2024至2026财年经调整净利润预测上调7%至13%。另外，该行亦认为贝壳有可能于明年3月获纳入沪港通。Ke Holdings (02423) rose more than 5% in early trading, up 4.12% as of the time of publication, at HK$59.4, with a turnover of HK$32.1757 million.
According to the Intelligent Financial APP, Ke Holdings (02423) rose more than 5% in early trading, up 4.12% as of the time of publication, at HK$59.4, with a turnover of HK$32.1757 million.
On the news front, the central bank is perfecting the pricing mechanism for commercial individual housing loans and will require early implementation. HSBC previously stated that new real estate sales are showing enduring resilience, expecting sustained momentum to surpass the impact of May's stimulus measures, with an increase in second-hand house transactions and a revival in the land market serving as positive signals for market confidence improvement. The bank maintains a positive view on fourth-quarter house sales, believing they can continue to benefit from bullish policy background and the low base effect.
UBS Group expects Ke Holdings' third-quarter revenue for fiscal year 2024 to increase by 29% year-on-year, at the upper end of the guidance. Gross Transaction Value (GTV) increases by 15% per quarter, outperforming the contract sales performance of the top 100 developers. Considering the narrowing losses in house decoration and house rental business, as well as the expected improvement in operating leverage for the fiscal years 2024 to 2026, the forecast for adjusted net income for Ke Holdings for the fiscal years 2024 to 2026 has been raised by 7% to 13%. In addition, the bank believes that Ke Holdings may be included in the Shanghai-Hong Kong Stock Connect next March.
