You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩上調理想汽車-W(02015.HK)及小鵬-W(09868.HK)目標價 降比亞迪(01211.HK)目標價
摩根士丹利發表報告指,特斯拉(TSLA.US)在內地市場減價引發更廣泛的價格競爭;加上年初至今銷售疲軟受到刺激後,令今年下半年各電動車品牌的銷量及利潤率承壓。 該行認為,新能源汽車於今年下半年的銷量潛力或被低估,並預料其製造商電池成本或會下跌20%至25%;該行相信,由於電動車三寶蔚小理及比亞迪擁有強勁的資產負債表及緊密的供應鏈參與度,有能力融資,領先的製造商在經濟低迷時期,會繼續投放資源於研發及投資方面,並認為這是鞏固其在硬件或軟件上的領導地位的關鍵,並在下一個上升周期中突圍而出。 該行表示,將小鵬(09868.HK)今年淨虧損預測收窄至35%,並將明年每股盈測下調16%,同時將其目標價由43元上調至48元,維持其評級為「增持」。 同時,該行將理想汽車(02015.HK)今年淨虧損預測收窄至31%,將明年每股盈測上調41%,並預料公司明年或可實現盈利,亦將其目標價由91元上調至110元,維持其評級為「增持」。 另外,該行將比亞迪(01211.HK)今年盈利預測下調2%,明年則上調2%,將其目標價由220元下調至215元,維持其評級為「持有」。(ca/k) ~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account