野村:重申吉利汽車(0175.HK)買入評級 升目標價至33.6港元
野村發表研究報吿指,近日吉利汽車(0175.HK)與Volvo合作發展電動車及自動駕駛業務,認為上述合作將有助吉利轉型至電動車世代,亦將改變以往的股價估值模型至分類加總估值法,以單獨估算電動車業務價值,上調目標價71.9%,由19.55港元升至33.6港元,重申買入評級。
野村表示,上調2021和2022年每股盈利預測分別8%及16%,亦指吉利於高端汽車方向踏出了重要的一步,其高端品牌Lynk領克汽車於去年佔吉利總銷售量13%,預期領克汽車將成為吉利的增長動力,預測於2021年及2022年領克汽車將佔公司總銷售量分別16%及19%。

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