長汽(02333.HK)逆市續漲近7%創近兩年半高 中績勝預期獲大行升價
長汽(02333.HK)業績快報上半年少賺24%,多間大行升目標價以反映受惠次季盈利急彈中期業績勝預期,該股今早逆市探頂,最高見8.6元,創近兩年半高,現造8.13元,逆市續升6.8%,成交急增至1.28億股,涉資10.67億元。
長汽預報,受新冠肺炎疫情影響,中期純利按年跌24%至11.53億人民幣,營收按年跌13%至359.29億人民幣。
瑞信指長汽業績勝預期,意味著公司次季經常性淨利潤出現「V型」復甦,按年增長1.6倍至15.6億人民幣,純利按年升142%至18億人民幣,是過去九季以來最高季度利潤,主要受到銷量增長17%及純利率因產品組合提升按年增加3.7個百分點所推動。考慮到公司利潤率表現高於預期,調高其未來三年盈測1.6%-3.7%,目標價由8港元上調至9港元,重申「跑贏大市」評級。
摩通也指,若撇除一次性收益,長汽中期核心盈利15.6億人民幣,高於該行預期11億人民幣,該行上調長汽今明兩年盈測16%及25%,以反映次季業績表現勝預期,同時H股評級由「中性」升至「增持」,目標價由4.8港元調升至9港元。
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