《大行报告》大摩升东风(00489.HK)评级至「增持」目标价维持8元
摩根士丹利发表研究报告指虽然东风(00489.HK)旗下日本品牌销售跑赢同业,该股股价年初至今仍下跌10%,跑输同业平均上升14%的水平。
大摩指东风2019年预测市盈率仅3.7倍,较该股自2013年起历史平均值5.6倍有34%折让。该行相信公司旗下日本品牌销售将继续强劲,加上PSA及本地品牌销售转势,将会成为该股正面催化剂。该行将东风评级由「与大市同步」升至「增持」,目标价维持8元。
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