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大摩:升长汽(2333.HK)评级至“增持” 目标价上调至8港元
格隆汇 10-28 14:19

大摩指,长城汽车(02333.HK)第三季每辆车的经常性净利润按季增长逾倍,高於于市场预期,估计利润率的改善将延续到第四季,加上对长汽两款新SUV明年销情感乐观,因此将目标价由5港元调升至8港元,评级上调至“增持”

该行将长汽今年净利润预测上调23%至50亿元人民币(下同),指出第四季是汽车销售的旺季,相信长汽末季净利润将较第三季赚13.48亿元表现更好。该行续指,对2020年的行业前景乐观,估计销量按年增长1%至2%,认为长汽将不需要像今年上半年一样,提供进取的折扣优惠,因此预期新车型可以维持较高的利润率。

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