《大行報告》美銀美林下調吉利(00175.HK)目標價至16元評級「買入」
吉利汽車(00175.HK)發盈警,料中期純利按年跌約40%,美銀美林發表報告,下調吉利今明兩年汽車銷量預測分別10%及9%,並下調毛利率預測,由於使用率低於預期及銷量疲弱皆對毛利造成壓力。吉利計劃於下半年關閉部分舊廠房,惟確實時間需待政府批准。
該行下調吉利今明兩年每股盈測16%,目標價相應自19元下調至16元。不過該行指吉利推出產品之計劃優於同業,加上長期而言受惠產品組合改善,有望提升均價,及市佔率有望提升,重申「買入」評級。
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