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《大行報告》花旗上調汽車之家(ATHM.US)評級至「買入」 目標價維持30美元
汽車之家(ATHM.US)將在下月中公佈今年首季業績。花旗發表報告,預計其收入和非通用會計準則盈利將大致與市場共識一致。在上海新增新冠病毒病例逐漸減少的情況下,預計最壞的情況可能已經過去。基於汽車之家擁有強勁的現金流,以及市場對汽車之家的低預期,花旗將汽車之家評級由「中性」上調至「買入」,目標價維持30美元不變。 花旗認爲,今年下半年的汽車廣告預算將恢復,汽車供應鏈的正常化將成爲汽車之家股價催化劑。 花旗表示,由於上海的封城,汽車供應鏈在4月受到嚴重幹擾,這可能會對今年第二季的廣告預算和數據產品需求產生進一步影響,從而增加汽車之家的收入壓力。該行指,由於早前在芯片短缺情況下的保守預測,將汽車之家第二季盈利預測下調了10%,並將2022-2024年盈利預測分別下調了1%、1%和0.4%。
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