《大行報告》美銀證券上調理想汽車-W(02015.HK)目標價至113元 評級「買入」
美銀證券發表報告指,理想汽車-W(02015.HK)第三季總收入按年增20%、按季增7%至93億元人民幣,總毛利率按年跌10.6個百分點,按季跌8.8個百分點至12.7%;管理層指引第四季交付量達4.5萬至4.8萬輛汽車,相當於按年升28%至36%、或按季升70%至81%。
該行上調公司明年及2024年銷量預測分別5%及4%,並上調公司今年至2024年營運支出對銷售佔比預測;料明年以GAAP計仍錄虧損,惟以non-GAAP計料明年可扭虧為盈。美銀證券將其H股目標價上調至113元,重申其評級為「買入」。
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