You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究降廣汽(02238.HK)評級至「持有」 看好吉利(00175.HK)及長汽(02333.HK)
阿思達克 07-31 09:48
匯豐研究發表報告指,內地汽車業最差的時候已經過去,零售銷售於第二季跌幅只有3%,較首季跌41%有明顯改善。上半年銷售跌22.5%,但大部份按月變動樂觀,批發銷售上半年錄1%增長,反映正在補庫存。

該行預期需求會於下半年穩定,2020-22年增長-11.2%、2.5%及3%預測不變,反映復甦緩慢的展望。

該行指,自5月8日以來,需求改善已使汽車股A股及H股分別升9%及8%,相信股價持續反彈,因需求強勁,以及中國經濟正自疫情中恢復。行業看好看好吉利(00175.HK)及長汽(02333.HK),維持「買入」評級,廣汽(02238.HK)評級則由「買入」降至「持有」。

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.
uSMART
Wealth Growth Made Easy
Open Account