《大行報告》野村上調東風(00489.HK)目標價至9元 評級「買入」
野村發表報告表示,東風(00489.HK)去年淨利按年下跌16%至108億元人民幣,符合該行及市場預期,去年下半年除了乘用車銷售回升及汽車融資利潤增長外,公司還受惠於其對商用車的市場佔比(10.8%),商用車銷量按年升18.5%,佔去年整體稅前盈利達29%。
該行上調其今明兩年每股盈利預測15%,以反映商用車收入貢獻上升及資產減值虧損下降等因素,目標價由8元升至9元,維持其「買入」評級。
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