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《大行報告》瑞信下調吉利(00175.HK)目標價至12.5元 評級「中性」
阿思達克 05-11 10:11
瑞信發表報告指,受長三角疫情打擊,吉利汽車(00175.HK)4月份總銷量按年下跌28%,由於公司有一大部分汽車工廠及零部件供應商位處長三角,因此公司4月份的產量受到負面影響,按年下跌42%,當月零售量跌37%,與行業趨勢一致。 瑞信指出,吉利今年首四個月共售出39.8萬輛車,若要達成全年目標,則需要在剩餘8個月內售出125萬輛,即按年增長40%,並認爲達要成目標或不太可能。考慮到年初至今的銷售業績弱於預期,該行將吉利今年銷量預測降至137.5萬輛,即增長1%。 因應銷售預測降低,瑞信並將吉利2022至2024年每股盈利預測各下調9.1%、2.2%及4.9%,降目標價由13.5元下調至12.5元,維持「中性」投資評級。
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