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大摩:升長汽(2333.HK)評級至“增持” 目標價上調至8港元
格隆匯 10-28 14:19

大摩指,長城汽車(02333.HK)第三季每輛車的經常性淨利潤按季增長逾倍,高於於市場預期,估計利潤率的改善將延續到第四季,加上對長汽兩款新SUV明年銷情感樂觀,因此將目標價由5港元調升至8港元,評級上調至“增持”

該行將長汽今年淨利潤預測上調23%至50億元人民幣(下同),指出第四季是汽車銷售的旺季,相信長汽末季淨利潤將較第三季賺13.48億元表現更好。該行續指,對2020年的行業前景樂觀,估計銷量按年增長1%至2%,認為長汽將不需要像今年上半年一樣,提供進取的折扣優惠,因此預期新車型可以維持較高的利潤率。

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