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《大行報告》瑞銀上調華晨(01114.HK)目標價至10元 評級「買入」
阿思達克 11-06 10:01
瑞銀發表研究報告指,華晨(01114.HK)旗下合營華晨寶馬於第三季錄4.3億歐元盈利,按年升46%,勝預期,銷售增35%,相信亦高於市場預期,料各券商將上調今年盈利預測10%。

該行指,雖然基數高,但公司每部車平均盈利達3.7萬元人民幣,按年升10%,是至少5年最高,顯示部份投資者擔心Tesla的競爭是不存在。

該行升華晨2020及21年盈利預測13%及10%,降2022年盈利預期48%,以反映公司在2022年初減持合營的權益(之前預期在2022年尾),目標價由9.9元上調至10元,評級維持「買入」。

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