《大行報告》大和升華晨(01114.HK)評級至「買入」 目標價上調至9.5元
大和發表研究報告,指華晨(01114.HK)上半年銷售勝預期,主要由第二季行業復甦帶動,公司近期主要的變動來自母企股權,及會有重組的可能。
該行預期,今年旗下華晨寶馬銷售可增18%,相信在第四季iX3及5系升級版的推出可帶動銷售。
該行又指,華晨中國的控股股東華晨集團,出售6億股予遼寧交通投資,股權由42%降至30%,同時遼寧併購基金,於6月份亦購入金杯汽車(600609.SH)17%股權,同時指派2名執董進入董事局。該行相信有關行動將會帶動進一步的重組,特別是希望在華晨寶馬持股由50%降至25%前重組汽車資產。
該行升集團2020-21年每股盈利預期6-9%,惟下調2022年每股盈測21%,目標價由9.1元升至9.5元,評級由「跑嬴大市」升至「買入」。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.