《大行報告》大摩升美東汽車(01268.HK)評級至「增持」 上調目標價至20元
摩根士丹利發表報告指,美東汽車(01268.HK)公布去年下半年盈利後股價見調整,目前股價已反映利潤率下降等因素。在市場預期下降,加上美東汽車門店流量正在恢復,且保時捷對電動車競爭的抵禦力增強,令該股風險回報率提高。
該行降低對美東汽車今年至後年每股盈利預測,以反映寶馬和凌志需求疲軟,但認為已反映在現價中。目標價由19元升至20元。評級由「與大市同步」升至「增持」。
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