BEIJING, June 28, 2024 (GLOBE NEWSWIRE) -- KANZHUN LIMITED ("BOSS Zhipin" or the "Company") (NASDAQ:BZ, HKEX: 2076))), a leading online recruitment platform in China, today announced that each of the proposed resolutions submitted for shareholders' approval (the "Proposed Resolutions") as set forth in the notice of annual general meeting dated May 22, 2024 has been adopted at the annual general meeting (the "AGM") held in Beijing, China today. After the adoption of the Proposed Resolutions, all corporate au ...

BEIJING, June 17, 2024 (GLOBE NEWSWIRE) -- Kanzhun Limited (NASDAQ:BZ), which operates China's largest online recruitment platform BOSS Zhipin*, visits the Nasdaq MarketSite in Times Square. Founded in 2014, BOSS Zhipin is a pioneer in introducing a next-generation Direct Recruitment Model which is transforming China's online recruitment industry. The mobile-native product promotes instant direct communication between recruiters and job seekers, delivers accurate matching results through its proprietary rec ...

BEIJING, June 17, 2024 (GLOBE NEWSWIRE) -- Kanzhun Limited (Nasdaq: BZ), which operates China’s largest online recruitment platform BOSS Zhipin*, visits the Nasdaq MarketSite in Times Square. Founded in 2014, BOSS Zhipin is a pioneer in introducing a next-generation Direct Recruitment Model which is transforming China’s online recruitment industry. The mobile-native product promotes instant direct communication between recruiters and job seekers, delivers accurate matching results through its proprietary re ...

BEIJING, May 28, 2024 (GLOBE NEWSWIRE) -- KANZHUN LIMITED ("BOSS Zhipin" or the "Company"), a leading online recruitment platform in China, recently announced that the Company has implemented a repurchase plan and repurchased nearly 1 million ordinary shares with a total value of more than RMB74 million. Earlier last week, the Company announced its unaudited financial results for the quarter ended March 31, 2024. The Company's main operating indicators, such as revenues, total paid enterprise customers and ...

报告公司投资评级 - 报告维持"买入"评级 [3] 报告的核心观点 - 公司在相对弱市环境下表现出色,业务模式较为出色,形成了较深厚的壁垒,体现为疫后业绩的持续兑现,未来具备持续增长和利润率改善空间 [3] - 预计公司2024-2026年收入分别为77/100/128亿元,经调整归母净利润分别为24/32/41亿元,对应PE估值28/21/17倍 [3] 收入端总结 - 2024年第一季度公司收入17.04亿元,同比增长33.4%,略超预期 [1] - 2024年第一季度现金收款20.51亿元,同比增长24.3% [1] - 其中对企业客户在线招聘收入16.84亿元,同比增长33.7% [1] - 截至第一季度末,总付费企业客户数570万,同比增长42.5% [1] - 2024年第二季度公司预计总收入介于19.1-19.6亿元之间,同比增长28.4%-31.7% [2] - 2024年第二季度公司预计现金收款同比增长28%-32%,环比有所加速 [2] 利润端总结 - 2024年第一季度NON-GAAP净利润5.31亿元,同比增长116.6% [1] - 2024年第一季度NON-GAAP净利率为31.2%,同比增长12.0个百分点 [1] - 2024年第一季度经调整毛利率83.3%,同比增长1.8个百分点 [1] - 2024年第一季度经调整销售/研发/管理费用率分别为29.9%/21.4%/9.7%,同比分别下降14.6/增加2.4/增加0.8个百分点 [1]

报告公司投资评级 - BOSS直聘的投资评级为"买入" [1] 报告的核心观点 收入 - 24Q1营收创19年以来新高,达17.04亿元,同比增长33.4% [8][9] - 其中,招聘服务业务(面向企业端用户)营收16.84亿元,同比增长33.7% [8] - 其他服务(面向C端用户)营收1967万元,同比增长12.4% [8] - 24Q1calculated cash billings达20.51亿元,同比增长24.3% [9][10] - 24Q2预计营收19.1-19.6亿元,同比增长28.4%-31.7% [9] 业务数据 - 24Q1平均MAU约4662万人,同比增长17.4% [11][12] - 截至3月底过去12个月,平台付费企业数约570万,同比增长42.5% [11] - 大企业端招聘需求持续恢复,4月500人以上中大型企业日均新增职位数环比增10%+ [11] - 积极开拓增量市场,蓝领和低线城市成为新增长点 [13][14] - 收购"我的打工网"有望巩固在蓝领招聘行业的竞争力 [13] 盈利能力 - 24Q1毛利率82.7%,同比提升2.0个百分点 [17] - 24Q1归母净利润2.45亿元,同比增长650% [19][20] - 24Q1经调整净利润5.3亿元,同比增长117% [19][20] 盈利预测及投资建议 - 预计24-25年营收分别为78.3、97.9亿元,同比增长31.5%、25.1% [24] - 预计24-25年经调整净利分别为24.6、28.8亿元 [24] - 给予公司24年35倍PE,对应每ADS合理价值为26.86美元,维持"买入"评级 [26]

报告公司投资评级 - 报告维持"买入"评级 [1] 报告核心观点 - 公司在2024年一季度实现了营收和利润的超预期增长,营业收入达到17.0亿元,同比增长33.4%;经调整净利润达到5.3亿元,同比增长116.6% [1] - 公司双端用户保持增长趋势,将专注于提升付费企业数量,截至2024年3月底,过去12个月的付费企业数达570万,同比增长42.5% [1] - 蓝领用户增长强劲,占总收入35%以上,白领用户也呈现复苏态势,公司在蓝领服务领域的持续探索有望带来持续的收入增量 [1] - 公司提高营销效率和加大研发投入,预计未来利润率水平将持续改善 [1] 财务数据总结 - 2024-2026年营业收入预测分别为78/96/115亿元,同比增长31%/24%/20% [1] - 2024-2026年Non-GAAP净利润预测分别为28/34/41亿元 [1] - 2024-2026年Non-GAAP PE预测分别为25/20/17倍 [1]

报告公司投资评级 - 维持"买入"评级 [1] 报告的核心观点 - 公司2024年一季度营收和利润超预期 [1] - 付费企业数持续提升,用户端保持增长趋势 [1][2] - 蓝领端有望持续贡献增量,白领端呈复苏态势 [2] - 公司提高营销效率和研发投入,预计后续利润率将持续改善 [2] 财务数据总结 - 2024-2026年收入预测为78/96/115亿元,同比增长31%/24%/20% [1] - 2024-2026年Non-GAAP净利润预测为28/34/41亿元 [1] - 2024-2026年Non-GAAP PE为25/20/17x [1] - 2023-2026年营业收入、净利润、每股收益等主要财务指标持续增长 [3]

文章核心观点 - 动量投资策略是关注股票近期的涨跌趋势,买入上涨的股票,希望能继续上涨获利 [1] - 动量是一个复杂的概念,Zacks动量风格评分可以帮助识别动量股票 [2] - 文章以KANZHUN LIMITED Sponsored ADR (BZ)为例,分析其动量特征 [3][4] 公司表现 - 公司股价近期表现强劲,过去一周上涨6.79%,超过同行业2.92%的涨幅 [7] - 过去3个月和1年内,公司股价分别上涨37%和52.81%,远高于标普500指数的涨幅 [8] - 公司近期成交量较高,显示市场对其有较强的关注度 [9] 财务表现 - 公司最近2个月内,全年盈利预测有1次上调,没有下调,预测数从0.79美元上调至0.82美元 [11] - 下一财年的盈利预测也有1次上调,没有下调 [11] 总结 - 综合公司近期的股价表现和盈利预测情况,公司具有较强的动量特征,被评为买入评级 [12]

KANZHUN LIMITED Sponsored ADR (BZ) appears an attractive pick given a noticeable improvement in the company's earnings outlook. The stock has been a strong performer lately, and the momentum might continue with analysts still raising their earnings estimates for the company.Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate ...