《大行報告》匯豐研究下調理想汽車(02015.HK)目標價至162元 評級「買入」
匯豐發表評級報告指,鑑於理想汽車(02015.HK)推出大型豪華SUV車型L9及即將推出的更新版理想ONE,即L8,該行相信公司下半年銷量、價格及組合將會有所改善;該行認為,在2023年產品週期會加快,推出更多新產品,包括電池電動車以及另一款增程型電動車(EREV),將會帶動公司銷量及盈利,並預料公司明年扭虧轉盈,並料2024年每股盈測增634%。
該行將公司今年、明年及2024年盈利預測下調309%、63%及34%,並將其目標價由184元下調至162元,維持其評級為「買入」。(ca/u)
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