《大行報告》花旗上調美東汽車(01268.HK)目標價至21.1元 評級「買入」
花旗發表研究報告指,將美東汽車(01268.HK)目標價由17.8元上調19%至21.1元,又料中國重新開放應該有利於新車銷售和售後增長,認為隨著中國的重新開放,行業的基本面似乎將有所改善,續予「買入」評級。
該行下調集團2022財年的盈利預測,以反映去年第四季的防疫控制措施,保時捷於2022財年的銷量降至1.3萬輛以下,而且下半年新車銷售利潤率較低。該行將其去年收入預測下調至285億元人民幣,並將期內毛利率調整至9.8%;純利為7.31億元人民幣,按年下跌37%,早前之預測為按年下跌31%。至於2023財年和24財年的純利預測亦下調18%和8%,意味著按年增長77%和50%。
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