长汽(02333.HK)逆市续涨近7%创近两年半高 中绩胜预期获大行升价
长汽(02333.HK)业绩快报上半年少赚24%,多间大行升目标价以反映受惠次季盈利急弹中期业绩胜预期,该股今早逆市探顶,最高见8.6元,创近两年半高,现造8.13元,逆市续升6.8%,成交急增至1.28亿股,涉资10.67亿元。
长汽预报,受新冠肺炎疫情影响,中期纯利按年跌24%至11.53亿人民币,营收按年跌13%至359.29亿人民币。
瑞信指长汽业绩胜预期,意味着公司次季经常性净利润出现「V型」复苏,按年增长1.6倍至15.6亿人民币,纯利按年升142%至18亿人民币,是过去九季以来最高季度利润,主要受到销量增长17%及纯利率因产品组合提升按年增加3.7个百分点所推动。考虑到公司利润率表现高於预期,调高其未来三年盈测1.6%-3.7%,目标价由8港元上调至9港元,重申「跑赢大市」评级。
摩通也指,若撇除一次性收益,长汽中期核心盈利15.6亿人民币,高於该行预期11亿人民币,该行上调长汽今明两年盈测16%及25%,以反映次季业绩表现胜预期,同时H股评级由「中性」升至「增持」,目标价由4.8港元调升至9港元。
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