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《大行報告》花旗上調易鑫集團(02858.HK)目標價至1.8元 評級「買入」
花旗發表研究報告,指隨著易鑫集團(02858.HK)轉型後業務發展更具韌性和更健康,變得更著重二手車交易、附加增值服務業務及控制融資成本,預期二手汽車市場交易持續活躍,將帶動公司盈利能力提升。 該行表示,易鑫首季汽車交易量增長27%,雖然預期內地疫情防控措施將影響4月至5月份經營,但隨著各城重新開放,以及當局推出降低融資成本的支持措施,業務有望復甦,將2022至2023年收入預測上調5%及14%,估計經調整盈利將達到4.63億及6.7億元人民幣。 基於預測2023年調整後市盈率約15倍計,花旗將目標價由1.2元上調至1.8元,對易鑫開展為期90天的正面觀察期,予「買入」評級。
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