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《大行报告》美银美林下调吉利(00175.HK)目标价至16元评级「买入」
阿思达克 07-10 11:33

吉利汽车(00175.HK)发盈警,料中期纯利按年跌约40%,美银美林发表报告,下调吉利今明两年汽车销量预测分别10%及9%,并下调毛利率预测,由於使用率低於预期及销量疲弱皆对毛利造成压力。吉利计划於下半年关闭部分旧厂房,惟确实时间需待政府批准。

该行下调吉利今明两年每股盈测16%,目标价相应自19元下调至16元。不过该行指吉利推出产品之计划优於同业,加上长期而言受惠产品组合改善,有望提升均价,及市占率有望提升,重申「买入」评级。

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