大和:重申美東汽車(1268.HK)買入評級 目標價上調至48港元
大和發表研究報吿指,美東汽車(1268.HK)於今年第一季及第二季的銷售量保持穩定,保時捷及凌志的訂購週期保持由1個月至2個月,寶馬為0.5個月,而豐田汽車為0.8個月,管理層指第二季寶馬銷售量增長維持穩定,但料上半年毛利將較去年下半年輕微下跌,亦指寶馬下調回贈,但將目標價由41港元上調至48港元,重申買入評級。
該行表示,公司預期其他高檔品牌今年下半年可保持穩定,甚至較去年下半年為佳,另外,公司計劃在今年開設9家新店,當中有2家已於今年初購入,目標在未來三年新開店鋪數量方面每年增長10%。

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