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《大行報告》麥格理下調理想汽車(02015.HK)目標價至126.3元 評級「跑贏大市」
理想汽車-W(02015.HK),今年首季收入總額95.6億元人民幣(下同),按年同期增167.5%。麥格理髮表報告指,理想汽車首季淨收入好過預期,毛利率強勁,維持其港股評級「跑贏大市」,目標價下調理16%至126.3元,相當於預測今年市銷率3.5倍(此前予5.1倍估值預測)。 麥格理維持理想汽車銷量預測,上調平均售價並調整產品組合,因此將其2022年至2024年收入預測分別提高7%、5%、3%。在調整收入、毛利率和營運支出後,麥格理將理想汽車2022年的預測從虧損1.56億元人民幣提高至盈利1.38億元,並將2022和2023淨收入預測分別提高8%和6%。
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