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野村:下調吉利(0175.HK)目標至14.6港元 看好長線仍籲買入
格隆匯 03-31 13:22

野村發表研究報告指,吉利汽車(0175.HK)去年淨利潤82億元人民幣(單位.下同),較市場預期低6%,而資本開支由去年76億元下調至68億元。野村下調吉利今年銷量預測至133萬輛,較吉利目標141萬輛低。但野村認為,在市場銷量大降下,吉利仍優於大市,故重申其“買入”評級,目標價由17.9港元下調至14.6港元。

野村表示,在新冠肺炎的疫情下,為反映吉利2020及2021年的銷售量分別下調11%及9%,毛利率分別下調1.5%及1%,故分別下調其每股盈利26%及18%。野村又指,吉利有強勁的財務狀況繼續建立LYNK品牌,料LYNK可為吉利在今年及明年的總銷量貢獻11%及14%。

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