野村:上調東風集團(0489.HK)至買入評級 目標價8港元
東風集團(0489.HK)上週公佈中期業績,野村發表研究報告指,隨着疫情的影響,東風上半年純利跌64%,下調本財年及下財年每股盈利預測分別為40%及28%,亦下調銷售預測8%及3%,認為公司或於疫情後獲得轉機,相信公司股價現正處於歷史低位具吸引力,上調評級至買入,但輕微調低目標價,由8.2港元調至8港元。
野村表示,是次疫情為公司所帶來的痛苦,或使公司醒覺要進行更多具影響性的重組,來確保公司的長遠發展,亦指公司商用車業務或受投資者低估,而公司計劃回A股上市將籌集更多資金,用於電動車品牌及研發開支,或成公司股價的催化劑。

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