《大行报告》摩通下调北京汽车(01958.HK)目标价至2.8元 评级「中性」
摩根大通发表报告,指北京汽车(01958.HK)去年纯利逊预期,相信主因现代合营亏损,以及自有品牌表现疲弱所致。该行指北汽今年至以股价已累积调整8%,预期其未来股价上空间有限,因相关两品牌业务未见有惊喜,料公司与现代合营至2022年才可望扭亏盈。
该行指,维持对北京汽车「中性」投资评级,目标价由3.3元降至2.8元,下调对北汽2021至2022年盈利预期分别14%及6%,短期更看好豪车的经销商,因无芯片短缺的问题,至於汽车制造商方面,看好吉利(00175.HK)、长汽(02333.HK)、蔚来(NIO.US)与小鹏(XPEV.US)。
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