野村:降东风(0489.HK)目标价至8.2港元 评级“中性”
野村发表研究报告,指东风(00489.HK)上半年纯利升5%,撇除去年资产减值数字,经常性盈利录单位数跌幅,但符合预期。东风日产上半年维持稳定的利润贡献,而东风雪铁龙录亏损,抵销东风本田及商用车较高的盈利。集团维持中期息10分人民币,按年持平。

该行调升集团2019-20年盈利预期各2%,以反映东风本田盈利增长,但部份被应收账减值所抵销,目标价由9港元降至8.2港元,维持评级“中性”。
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