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港股異動丨華晨中國(1114.HK)漲近5% 華晨寶馬銷量超預期
格隆匯 07-30 13:20
格隆匯7月30日丨華晨中國(1114.HK)漲近5%,報8.29港元,總市值418億港元。大和發表最新報告,指華晨寶馬上半年銷量好過預期,當中第二季復甦尤其強勁。該行表示,華晨寶馬今年上半年銷量按年增長2%,第二季按年增30%,該行把華晨寶馬2020年銷量預測由按年增5%,上調至增18%。大和指,華晨中國近期母公司股權和管理層變動或預示金盃和華晨中國之間有可能重組,遼寧省政府可能希望整合其汽車資產,重組有望成為股價催化劑。該行上調華晨中國2020年和2021年每股純利預測6%和9%,下調2022年每股純利預測21%,以反映華晨中國在華晨寶馬的持股由50%降至25%等因素。大和把華晨中國評級由“跑贏大市”升至“買入”,升目標價4.4%至9.5港元。

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