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《大行報告》高盛首予理想汽車(02015.HK)目標價240元 納入確信買入名單
阿思達克 08-13 10:40
高盛發表研究報告,首予理想汽車(02015.HK)H股「買入」評級,並納入確信買入名單,目標價240元。 該行指,公司與其他汽車製造商的不同之處,在於為客戶創造具吸引力電動車體驗,包括願意創新和採用非常規技術。旗下產品理想ONE熱銷,反映其明白客戶需求、經營能力、品牌推廣能力,並將其帶到下一代產品中。 在現時汽車芯片供應短缺下,該行表示,需留意理想汽車面對競爭加劇、產品質素、銷售及經營虧損的情況。 該行料理想汽車2021至2023年收入分別204.72億、383.76億及631.68億元人民幣(下同),並調整其盈測,料各年每股盈測分別0.32元、2.04元及3.99元。
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