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《大行报告》瑞信上调易鑫集团(02858.HK)目标价至2.6元 评级「中性」
阿思达克 04-01 11:07
瑞信发表报告表示,中国汽车行业在疫情後有良好复苏,易鑫集团(02858.HK)业务亦得到改善,公司於去年下半年录得经调整经营利润7,600万元人民币,优於该行原预期的亏损5.43亿元人民币,主要是由於信贷减值损失低於预期,由去年上半年的15亿元人民币,收窄至3.24亿元人民币。

该行上调易鑫集团目标价,由1.9元升至2.6元,对其估值延伸至2022年,相当於预测2022年市盈率20倍,并维持「中性」评级,并调整今明两年盈利预测,以反映融资成本乐观及严格控制成本。

瑞信估计易鑫集团将与腾讯(00700.HK)进行深度合作,可升品牌认知及进行客户支付及还款等功能,有助提升公司在行业上的竞争力。而易鑫母企易车於去年6月获腾讯及黑马资本组成的买方团提私有化。

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