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《大行報告》大和:比亞迪(01211.HK)遭巴郡減持料短期股價受壓 但長線仍看好 升目標價至380元
比亞迪(01211.HK)今早股價捱沽,盤中曾低見229元一度下挫12.9%,最新報236元跌10.3%。大和發表報告表示,就美國神巴菲特旗下投資旗艦巴郡(BRK.A.US)申報於8月24日減持比亞迪H股,令持股量降至19.92%,相信今次減持會令比亞迪短期股價受壓。 但該行指,對比亞迪長線前景保持正面,維持對其「買入」評級,上調目標價由350元升至380元,料受惠新能源汽車需求及盈利能力持續改善。 該行指,比亞迪第二季綜合毛利率提高至14.4%(對比首季12.4%),主要受益於規模優勢。該行基於公司第二季強勁業績,決定上調其2022年至2024年純利預測各73%、48%及25.7%。(wl/s) ~
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