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高盛:中國汽車行業高端化加速 升和諧汽車(3836.HK)目標價至6港元
格隆匯 10-23 11:46
格隆匯10月23日丨高盛昨日發研報指,預計中國汽車行業高端化的加速將有利於豪華汽車經銷商的財務業績。該行將2020-23財年豪華車市場預測分別上調1%、1%、3%及5%,以反映出優於預期的高端化。同時,高盛將美東、永達、和諧(豪華經銷商同行集團)2020-23財年的淨利潤預測上調1-10%,以反映該行新的市場預期。基於估值修正,高盛將美東汽車(1268.HK)目標價從34.1港元提高9%至37港元;將永達汽車(3669.HK)目標價從13.55港元提高3%至14港元;將和諧汽車(3836.HK)目標價從5.9港元提高2%至6港元,均維持“買入”評級。
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