中金:下調廣汽(2238.HK)H股目標價至8.3港元 評級“跑贏行業”
中金髮表研究報告指出,廣汽集團(2238.HK)受自主品牌盈利下滑影響,第三季度淨利潤同比下降52%,遠超銷量和收入降幅,認為公司業績質量平平。該行將其A股目標價下調3%至12元人民幣;H股目標價下調7%至8.3港元,皆維持“跑贏行業”評級。
中金續指,基於對廣汽自主品牌傳祺盈利能力更保守的預期,將2019年淨利潤預測下調5%至85.8億元人民幣,維持2020年盈利預測。
另外,花旗指,廣汽第三季度業績略低於該行預測,且目前尚未見到刺激股價的催化劑,維持中性評級。

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