《大行報告》匯豐研究升廣汽(02238.HK)評級至「買入」 目標價上調至9.4元
匯豐環球研究發表報告指,受政策刺激及5月需求恢復所支持,廣汽集團(02238.HK)H股股價由3月底低位反彈18%,預期在強勁的銷量帶動下,H股股價會繼續反彈。
該行承認早前高估了疫情及晶片短缺對廣汽造成的影響,集團的本地及合營品牌銷量均較市場預期更具韌性。
考慮集團零售銷量跑贏行業,6月有望按年轉正,在更多新車款陸續登場下,利好銷量展望,匯豐研究將廣汽股份評級由「持有」升至「買入」,目標價由6.4元上調至9.4元,並調升集團今明兩年盈利預測分別23%及21%,預期集團今年至2024年的純利年均複合增長率為15%,高於2019年至2021年的9%。
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