Bernstein上调敏实(0425.HK)评级至“与大市同步”目标价19港元
美资券商Bernstein发表研究报告指,敏实集团(0425.HK)上半年表现没有预期般差,中国汽车业週期现正平稳下来并正在改善,亦认为一系列的负面催化剂或已消失,予目标价19港元,上调投资评级至“与大市同步”。
花旗指出,敏实现时估值吸引,强劲的海外销售略为抵消国内市场弱势。
富瑞亦认为,敏实毛利率升至32.4%,比预期为佳,予目标价22.7港元,维持“买入”评级。
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