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《大行報告》大和升比亞迪(01211.HK)目標價至290元 IGBT芯片業務上市料成催化劑
阿思達克 01-22 12:43
大和發表研究報告,升比亞迪(01211.HK)目標價,由250元升至290元,維持投資評級「買入」。該行稱,其完成H股配售集資298億元,將減低財務開支,該行將其2020至2021年淨財務開支預測下調10%至16%;考慮去年巴士銷售勝預期,且銷售均價較高,上調去年每股盈測1%;今年每股盈測大致不變,財務開支下降抵銷了股權攤薄影響。考慮財務開支下降預測,大和另上調比亞迪明年每股盈測3%。該行料今年比亞迪新能源汽車銷量按年增76%,明年升幅料放緩至23%。

報告另稱,比亞迪已委聘中金公司(03908.HK)籌備IGBT芯片業務A股上市事宜,並已遞交文件。該行認為,芯片業務A股上市正按計劃推進,倘成事將屬比亞迪股價催化劑。

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