-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下:我們將JLL的12個月目標價上調10美元至340美元,基於15.5倍的2026年每股收益預期,略低於JLL三年平均預期市盈率17.4倍。我們將2026年每股收益預期上調1.55美元至21.97美元,並將2027年每股收益預期上調2.26美元至24.07美元。由於中東局勢不穩定,管理層指出,其對經濟較為敏感的業務板塊(主要是資本市場)的可見性有限,並已在2026年下半年業績指引中反映了這種不確定性。我們仍然看好人工智慧將如何影響JLL,管理層強調了公司內部人工智慧的高採用率,目前75%的員工正在使用核心人工智慧工具,並且每天有25,000名員工使用企業級人工智慧應用程式。從長遠來看,我們相信這將使仲量聯行能夠以更少的人力完成更多的工作,從而提高利潤率。仲量聯行目前正在終止亞太地區一些獲利能力較低的國際物業管理合同,這將對今年的成長造成一定的阻力。
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