《大行報告》野村升廣汽(02238.HK)評級至「買入」 目標價上調至9.92元
野村發表研究報告指廣汽(02238.HK)第三季純利按年增90%,勝該行預期,其中7億元人民幣得益於銷售及行政開支節省。來自合營的盈利亦見按季升12%,或按年升39%,符合其銷量增長的表現,但自營品牌仍然虧損,但無擴大。該行調升旗下豐田和本田合營品牌毛利率預期0.1-0.5個百分點,同時升2020至22年每股盈利預期1%、10%及8%,目標價由7.78元升至9.92元,評級由「中性」升至「買入」。
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