-- 加拿大国家银行周五维持对Real Matters(REAL.TO)股票的“与行业持平”评级,并将目标股价从7.00加元上调至7.50加元。此前,该公司公布第二财季实现合并净利润。 分析师表示,该公司在美国产权业务方面持续拓展客户,其中许多客户来自其庞大的美国评估客户群。该公司在第二财季新增了四家客户,包括一家大型非银行服务机构。季度结束后,该公司又与一家一级贷款机构和另一家排名前100的贷款机构签署了合作协议。 这一增长势头推动了公司强劲增长,净收入同比增长176%至330万美元,调整后EBITDA由上年同期的-210万美元改善至-40万美元。分析师补充道,尽管产权业务目前约占总净收入的25%,但其规模有望达到评估业务的水平。分析师表示:“总而言之,我们认为第二财季业绩稳健,反映了公司在扩大美国产权业务规模、提升市场份额(涵盖评估和产权业务)以及提高运营杠杆方面取得的成效。尽管如此,利率环境的不确定性仍然使其风险回报比保持平衡。”
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