東風集團(0489.HK)跳漲超17% 獲瑞信看高至10.8港元
格隆匯11月6日丨東風集團(0489.HK)盤中一度大漲17.67%報7.06港元,股價創今年1月以來新高,市值一度超600億港元。瑞信最新報告稱。東風集團10月份的銷售增長遠超該行預期的銷量增長5%,上調其目標價由10港元升至10.8港元,評級“跑贏大市”,並列為行業首選。報告指出,東風的三大主要業務,包括東風日產合資、東風本田合資和東風風神10月份總銷量按年增長11.5%,高於行業預期的增長7%。其中,東風日產銷量按年增長6%、東風本田增加20%;東風風神升14%。瑞信預期,東風A股首次公開募股很可能於2020年底完成,A股發行價格不能低於每股15元人民幣或東風當前賬面價值。鑑於15元與H股6港元的交易價格之間存在差距有65%,預計管理層有可能採取提高H股價格的行動。

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