《大行報告》匯豐研究上調理想汽車-W(02015.HK)目標價至140元 評級「買入」
匯豐研究發表研報指,理想汽車-W(02015.HK)(LI.US)去年第四季業績大致符合預期,按季扭虧為盈,錄得純利2.65億元人民幣,按年比較則下跌10%。
該行表示,理想汽車港股及美股股價自今年2月起調整,相信投資者對其產品銷量遭蠶食的擔憂已在很大程度上反映在股價之上。公司公布2月份銷量維持穩定增長,按年升98%至16,620輛,首季預期將交付5.2萬至5.5萬輛車,意味著3月份交付量將超過2萬輛。
匯豐研究相信,隨著L7及L8入門版的推出及量產,理想汽車的銷售勢頭將改善,但下半年的增長則主要受到整體市場需求變化所影響,因此仍然維持今明兩年銷量及盈利預測不變,並維持「買入」評級,目標價由135元上調至140元。
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