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《大行报告》大摩升广汽(02238.HK)评级至「增持」 指调整後估值吸引
阿思达克 05-05 09:40
摩根士丹利发表报告指,广汽集团(02238.HK)H股年初至今已累跌33%,对比同期恒指为下跌17%,经过调整後,集团一年预测市盈率降至约8.5倍,低於自2013年以来的9.5倍。至於撇除新型肺炎一次性影响的2021年市盈率,更低至7.2倍,相信集团目前估值是主要反映对疫情的忧虑。

该行相信,广汽集团今年首季的疲弱表现已被市场预期,而其终端需求有强劲复苏,特别是日本合营品牌,令集团目前估值吸引。

大摩上调广汽(02238.HK)H股评级,由「与大市同步」升至「增持」,目标价9元。

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