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《大行報告》摩通下調汽車之家(ATHM.US)目標價至40美元 評級「中性」
阿思達克 10-29 10:10
摩根大通發表研究報告,重申對汽車之家(02518.HK)(ATHM.US)審慎之看法,認為供應受干擾將在今年餘下時間持續影響汽車銷售,汽車生產商利潤受壓的情況會於明年上半年持續,並嚴重影響廣告預算,令公司復甦時間料延至明年第二至三季度。 該行維持予汽車之家美股「中性」評級,以反映市場對其末季盈利估算向下調整風險,但現估值將限制股價進一步下行。該行稱,在激烈競爭下,媒體服務和潛在客戶生成表現出韌性,並料公司在一定程度上受惠新能源車強勁銷售和二手車市場的表現。下調其美股目標價由44美元降至40美元。
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