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《大行報告》花旗下調蔚來(09866.HK)目標價至240.4元 評級「買入」
阿思達克 09-08 15:28
花旗發表報告指,蔚來(09866.HK)第二季毛利率表現略好過預期。 淨虧損按季擴大至27.6億元人民幣,而非美國通用會計準則下的淨虧損為22.67億元人民幣,按季擴大73.1%,符合市場預期。 花旗指,由於局部散發疫情、供應鏈中斷和潛在的消費降級趨勢,帶來潛在短期不利因素,將2022至2024財年的銷售量預測分別調整為13.2萬、30萬、40萬;毛利率預測分別為17.1%、19.4%、23.3%;下調盈利預測,料今明兩年分別虧損94億及20億人民幣,2024年則賺29億人民幣。目標價相應由315.9港元下調至240.4港元,維持「買入」評級。
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