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加拿大國家銀行維持對 Real Matters 板塊的「與行業表現一致」評級,並將目標價上調至 7.50 美元。

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-- 加拿大國家銀行週五維持對Real Matters(REAL.TO)股票的「與行業持平」評級,並將目標股價從7.00加元上調至7.50加元。此前,該公司公佈第二財季實現合併淨利。 分析師表示,該公司在美國產權業務方面持續拓展客戶,其中許多客戶來自其龐大的美國評估客戶群。該公司在第二財季新增了四家客戶,包括一家大型非銀行服務機構。季度結束後,該公司又與一家一級貸款機構和另一家排名前100的貸款機構簽署了合作協議。 這一成長動能推動了公司強勁成長,淨收入年增176%至330萬美元,調整後EBITDA由上年同期的-210萬美元改善至-40萬美元。分析師補充道,儘管產權業務目前約佔總淨收入的25%,但其規模有望達到評估業務的水平。分析師表示:“總而言之,我們認為第二財季業績穩健,反映了公司在擴大美國產權業務規模、提升市場份額(涵蓋評估和產權業務)以及提高營運槓桿方面取得的成效。儘管如此,利率環境的不確定性仍然使其風險回報比保持平衡。”

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