《大行報告》高盛下調中升(00881.HK)目標價至90元 評級「買入」
高盛發表研究報告指出,更新對中升控股(00881.HK)的預測,以反映受疫情影響的汽車生產、消費及公司經營狀況,對其中長期的增長及盈利能力預測保持穩健。
該行指出,行業方面,該行將今年內地乘用車零售銷量預測,由按年跌1%下調至跌6%,至約1,890萬輛,並將2023至2025財年行業銷量由2,000萬輛下調至1,960萬輛。另考慮到短期高端車供應樽頸,將中升2022至2024財年的純利預測下調26%、9%及4%,相對於市場預期分別低出17%、高出12%及高出16%;維持對其「買入」評級,,續列確信買入名單,目標價由112元降至90元。
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