美银证券表示，集团在优质细分市场中拥有高曝光率，且一手及二手市占率均在提升，因此预计在此次复苏及以长期来看，其将超越市场增长。该行认为贝壳的风险回报已变得更具吸引力。该行将集团目标价由62港元调升至73港元，评级由“中性”调升至“买入”，预计股息将会上升。Seashell-W (02423) rose more than 4%. As of press release, it rose 4.66% to HK$60.7, with a turnover of HK$0.101 billion.
The Zhitong Finance App learned that Seashell-W (02423) rose nearly 5%. As of press release, it had risen 4.74% to HK$60.75, with a turnover of HK$0.101 billion.
According to the news, the Ministry of Housing, Urban-Rural Development's “National Real Estate Market Monitoring System” online data shows that the total number of newly built commercial housing and second-hand housing transactions in the country increased by 3.9% year-on-year in October, the first increase since eight consecutive months of decline in February this year. According to the Bank of America Securities Research Report, seashells are the main beneficiaries of China's recent policy changes and potential cyclical recovery.
Bank of America Securities said that the Group has a high exposure rate in high-quality market segments, and its primary and second-hand market share is increasing, so it is expected that in this recovery and in the long run, it will surpass market growth. The bank believes that the risk-reward of seashells has become more attractive. The bank raised the Group's target price from HK$62 to HK$73, and upgraded the rating from “neutral” to “buy”. The dividend is expected to rise.
