《大行報告》瑞信下調小鵬汽車(XPEV.US)目標價至36美元 評級「跑贏大市」
瑞信發表報告,小鵬汽車(XPEV.US)預期第三季交付量2.9萬至3.1萬輛,按月跌10%至16%,意味8月至9月交付量介乎1.75萬至1.95萬輛,低過預期,該行估計小鵬在8月及9月銷量各有1萬輛。
該行表示,集團第二季業績大致符合預期,考慮到小鵬銷量指引和毛利率前景低過預期,將其2022、2023、2024每股盈利預測分別下調39.3%、67.2%、23.7%,目標價由50美元下調至36美元,維持評級「跑贏大市」。
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