瑞銀:維持吉利(0175.HK)“中性”評級 目標價16港元
吉利汽車(0175.HK)
指正在與沃爾沃汽車的管理層進行初步討論,以探討通過兩家公司的業務合併進行重組的可能性,合併後的業務擬於香港及斯德哥爾摩上市。
瑞
銀髮表報告表示,雖然目前未有細節及時間表,但相信此舉會帶來業務及財務上協同效應,亦預期市場對該消息反應正面。該行表示,維持吉利“
中性
”評級,目標價為16港元,惟並未反映上述潛在業務重組的因素。
瑞銀指,吉利目前估值相當預測市盈率10倍,對比沃爾沃汽車相當預測市盈率8倍亦高於大眾市場汽車代工商相當預測市盈率8倍。
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