You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
野村:下調耐世特(1316.HK)目標價至7港元 評級“中性”
格隆匯 10-10 11:22

野村發表報告表示,目前市場對耐世特(01316.HK)的盈利預測已作調整,以反映該公司上半年度業績後的前景疲弱,該行相信短期內耐世特的股價仍受到通用汽車的罷工所拖累,因為該公司約有30%的收入和積壓工作來自通用汽車在美國的業務。

報告又指,通用汽車與美國汽車工人工會之間的談判已經恢復,但是到目前為止,仍未找到達成全面解決方案的明確途徑,而且耐世特並未參與該流程,處於被動角色,因此該行認為其庫存管理和生產量補給似乎不足以充分減輕負面影響。

該行補充,即使預期中國汽車銷售將回復正常,惟根據同行及歷史數據,仍然認為估值的風險可能低至6倍。因此將耐世特目標價由7.2港元降至7港元,維持“中性”評級。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account