You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩:廣汽(02238.HK)為汽車行業刺激措施主要受益者
阿思達克 06-01 10:26
摩根士丹利發表研究報告指,中國財政部及稅務總局發布有關減徵部分乘用車車輛購置稅的措施實施細節,支持力度較市場預期更強,符合資格(售價30萬元人民幣和引擎2升或以下)的內燃引擎車購置稅獲得減免5%,令市場上約80%以上的內燃引擎車有資格享受優惠,預期廣汽(02238.HK)將從中受惠。 該行解釋,雖然上汽在芸芸上市車企中的乘用車市場份額超越廣汽,但同時考慮到供應恢復情況,認為廣汽更能快速應對市場需求,相信廣汽旗下廣汽傳祺、廣汽本田、廣汽豐田三大核心品牌的大部分產品均可享受稅務優惠。 大摩指出,廣汽H股今年預測市盈率達到8.6倍,提供有吸引力的風險回報,為中國汽車OEM企業中的首選,予「增持」評級,目標價為9元。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account