《大行報告》德銀上調理想汽車(LI.US)目標價至30美元 評級「持有」
德銀發表研究報告,將理想汽車(LI.US)全年交付量預測從15.5萬輛上調至16萬輛,反映預測L9銷量增加,並在一定程度上被銷量較低的理想One所抵銷。德銀將毛利率預測上調40個基點至22.2%,將理想汽車美股目標價由28美元上調至30美元,評級「持有」。
德銀預計,理想汽車第二季度表現強勁,預計汽車交付量為28,687輛,遠遠領先於管理層的初始指導範圍的2.1萬至2.4萬輛,估計收入87.3億元人民幣,毛利率21.5%,調整後每股盈利料錄17分人民幣。
德銀預計,理想汽車第三季汽車交付量目標是3.8萬至4萬輛,受到L9增程型電動車推出帶動。
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