《大行報告》大和料巴郡將會全面清出對比亞迪(01211.HK)持股 料短期股價承壓
大和發表報告表示,據港交所文件顯示,美國股神巴菲特旗下投資旗艦巴郡(BRK.A.US)於9月1日申報減持比亞迪(01211.HK)的持股量至18.87%。該行表示,參考巴郡於2007年對中石油(00857.HK)悉數出售持股的行動後,料巴郡今次亦會全面清出對比亞迪持股,雖然該行預期比亞迪的基本面將保持穩健,但料在巴郡股權出售下,比亞迪短期股價將承壓,並建議投資者在相關沽壓消除之後才重新審視。
該行指,參考巴郡於對中石油(00857.HK)的行動,巴郡從2007年7月開始出售中石油股權,並在2007年10月左右完成退出。大和表示,維持對比亞迪「買入」投資評級及目標價為380元。(wl/k)
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