《大行報告》摩通升比亞迪(01211.HK)目標價至122元 可受惠銷售鞏固及電池業務
摩根大通發表的研究報告指,於6月4日將比亞迪股份(01211.HK)評級升至「增持」,認為股份表現及潛在的股價增長引擎類似科技公司,因為其外部電池銷售亦越見重要,公司新推出的漢EV訂單好過預期,帶動該行對其盈利預測作出調整,而市場亦將公司今年盈利預測升44%至約34億元人民幣,但仍低於該行預測的44億元人民幣,今年以來比亞迪H股及A股分別升185%及142%,該行維持對股份正面看法,將目標價由110元升至122元,評級「增持」。
該行指出市場提升公司盈利預測料將是重要的股價催化劑,公司將於10月29日公布第三季業績,並同時公布第四季的盈利指引,該行料市場會繼續上調對公司的盈利預測,另一方面新能源車銷售亦鞏固。在電池業務方面,公司正爭取獲得來自豐田、現代等的訂單,該行對公司電池業務長遠看法正面,但短至中期估計刀片電池生產將優先供予內部使用。
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