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港股异动 | 耐世特(1316.HK)跌逾5% 大行料其或受通用汽车大罢工影响
格隆汇 09-17 15:29
格隆汇9月17日丨耐世特(1316.HK)现报6.5港元,跌5.25%,暂成交4844万港元,最新总市值163亿港元。“美国汽车工人联合会”15日宣布,美国最大汽车制造商——通用汽车公司的大约4.8万名工人,将从当地时间16日零点起进入罢工状态。这将是通用汽车公司工人近12年来首次举行全美范围的大罢工,也是通用汽车公司多年来最大的一次罢工行为。大摩最新发研报指,相信耐世特未来15天股价将下跌,估计发生的可能性达70%至80%。美国通用汽车员工自2007年以来首次罢工,通用汽车是耐世特单一大客户,上半年贡献公司收入43%。虽然短暂罢工似乎对供应商没有即时影响,惟若罢工持续或会令耐世特出货受阻。该行给予耐世特目标价8港元,评级“与大市同步”。
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