《大行報告》大和升廣汽(02238.HK)評級至「買入」 目標價下調至9元
大和發表研究報告,降廣汽(02238.HK)今年每股盈利預期8%,以反映晶片短缺問題,目標價由10.8元降至9元,隨著股價回調,評級升至「買入」。
該行指,去年第四季,公司自有品牌利潤明顯改善,新能源車自第二季起毛利亦見明顯改善,預期情況於今明兩年持續,料可進一步改善至7.2至8.3%(2020年3.6%)。
該行又指,與日本品牌的合營增長前景不變,因產能擴張。主因晶片短缺,降2021年整體銷量預期3%,降今年每股盈利預測8%,明年盈利預測則上調6%。
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