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《大行报告》摩通下调广汽(02238.HK)目标价至7.9元 )去年业绩逊预期
阿思达克 03-29 11:14
摩根大通发表报告表示,广汽集团(02238.HK)去年业绩表现逊预期10%,主因经营开支增长,及投资收入下跌,决定下调对公司明两年纯利预测介乎4至5%。

该行指,广汽管理层指业务毛利改善主要来自新能源车埃安,情况令人鼓舞。该行对其合营表现维持乐观,但FCA的合营则仍需时扭亏。该行决定将广汽H股目标价由8.8元降至7.9元,维持「中性」评级。

该行指,广汽集团股价今年以来已累跌23%,与内地汽车股一致,短期更看好具领导地位的中资汽车股,如吉利(00175.HK)、长城(02333.HK)、蔚来(NIO.US)与小鹏(XPEV.US)。

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