《大行報告》大摩:中升(00881.HK)晉身藍籌 料帶來5,700萬美元資金流入
摩根士丹利發表報告,指中升控股(00881.HK)晉身藍籌 ,納入權重爲0.26%,料帶來5,700萬美元資金流入,相當於中升日均交易額的約兩倍。對其評級爲「增持」,目標價85元。
大摩認爲,雖然汽車需求減弱和銷售折扣擴大,但預計中升仍將比同行更具韌性,主要由於其業務集中華南及華西,受疫情封城影響較低,以及「延長保修期+」產品將由第二季開始帶來額外的售後收入。另集團在5月10日至13日期間回購148.3萬股,反映管理層對營運和增長前景具信心。
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