《大行報告》大摩升廣汽集團(02238.HK)評級至「增持」目標價上調至12元
摩根士丹利發表研究報告指廣汽集團(02238.HK)旗下傳祺銷售下跌幅度開始收窄,5月份批發按年下跌27%(1-4月約按年下跌40%),6月1-23日僅按年跌4%。此外,廣汽豐田及廣汽本田銷售亦好過預期。
展望2019年,大摩將廣汽集團純利預測上調2%以反映銷量上升,部分被平均售價下跌因素所抵銷。2020至2021年,該行上調公司純利預測8%及12%,以反映對日本品牌增長可持續性持更正面看法的因素。該行將廣汽集團評級由「與大市同步」升至「增持」,目標價由9元升至12元。
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