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《大行報告》美銀證券微升廣汽(02238.HK)目標價至10.8元 評級「買入」
阿思達克 06-07 09:43
美銀證券發表研究報告指出,廣汽集團(02238.HK)5月份汽車銷量18.3萬輛,按年增長3.5%,按月升48%,反映公司在疫情嚴控措施下,已逐漸從供應鏈和物流中斷的情況中恢復。至於公司首五個月的汽車銷量按年增長6%至91.6萬輛,佔該行對公司全年銷量預測的36%。 該行指出,考慮到豐田、傳祺及埃安的強勁銷量,以及該行對稅務開支及少數權益等最新預測,對廣汽2022至2024財年的每股盈利預測,分別升3%、升0.2%及降0.7%,H股目標價由10.7元微升至10.8元,維持「買入」評級,因預期豐田及本田於2022年帶來更高利潤,而電動車品牌埃安將實現更強勁的增長。
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