《大行报告》瑞银:广汽(02238.HK)季绩逊预期 料市场同业降全年盈利预测
瑞银发表报告表示,广汽集团(02238.HK)今年第三季录纯利14亿人民币,较市场原预期15亿至20亿人民币为低,由於同业长汽(02333.HK)早前公布季绩强劲,提升了市场预期,相信广汽公布业绩後,市场同业会基於其第三季业绩,下调对其全年盈利预测。
该行指,广汽现股价相当於预测2020年市盈率7倍,较合营车企同业估值具有溢价,倘若本地品牌汽车能够复苏,广汽旗下广汽传祺将可受惠,维持对其「买入」投资评级及目标价9.3元。
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