野村:下调北京汽车(1958.HK)目标价至4.9港元 评级维持“中性”
野村发表研究报告指出,北京汽车(1958.HK)中期业绩乏善可陈,下调公司今年及明年的每股盈利预测分别9%和7%,以反映来自本地品牌及北京现代汽车较低之盈利贡献,目标价亦因此降低5.8%至4.9港元,评级维持“中性”。
野村认为,北京汽车缺乏令人信服可令盈利转势的策略,相信北京奔驰的盈利上行周期已经见顶,今年起,表现只会持平,认为吉利(0175.HK)及广汽集团(2223.HK)H股的投资价值较高,两者评级均为“买入”。
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