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《大行報告》瑞信下調北京汽車(01958.HK)目標價至2.4元 評級「中性」
阿思達克 08-30 14:43
瑞信發表評級報告指,北京汽車(01958.HK)上半年淨利潤按年跌22%至21.6億元人民幣,當中次季淨利潤5.92億元人民幣,按年跌41%,按季跌62%,最大驚喜在於內地品牌營運次季虧損按年擴大13%至18.6萬元人民幣,高於該行預期。 該行預計,公司內地品牌營運今年錄得81億元人民幣虧損,明年則75億元人民幣虧損,2024年則74億元人民幣虧損;該行指,公司銷量按季跌12%,以及負經營槓桿令利潤率受到部分影響,奔馳合資公司次季盈利貢獻符合預期,按季跌17%至26億元人民幣,大致上符合預期。 該行下調集團2022年至24年每股盈測2.7%至9%,並將其目標價由2.65元降至2.4元,維持評級「中性」。(ca/k) ~
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