《大行報告》匯豐研究上調長汽(02333.HK)目標價至12.2元 評級「買入」
匯豐研究發表報告指長汽(02333.HK)第二季業績符預期,收入按年升25%。公司指明年或將推10款新產品,包括部份更新款,部分是搭配新平台的車款,該行預期銷量、售價、利潤率均會見增長。
該行預料該股有幾項催化劑,其一是公司8月銷量因基數較低是有望按年表現強勁;其二是9月份北京車展將展出新平台產品;以及第四季新車型B06及旗艦車型H6的更新款有望帶動銷售量。
該行升公司2020-22年盈利預期分別4%、9%及7%,較其他券商預期為高,目標價由9.8元升至12.2元,維持「買入」評級。
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