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《大行報告》美銀證券下調長汽(02333.HK)目標價至10.8元 評級「中性」
阿思達克 04-24 12:01
美銀證券發表報告指,長汽(02333.HK)管理層表示今年首季盈利能力疲弱,主要是銷量較低及價格戰,同時其品牌坦克TANK及農夫車(pickup truck)仍維持與上年利潤率增長類近。該行指集團長期目標是通過提升品牌認知和產品差異化來增強競爭力和擴大利潤,並預計由今年次季起,透過改善銷量從而提高利潤率。 該行預期長汽強大的新車型銷售時間表,將幫助其超越行業,惟因轉型至新能源車的痛苦,料短期盈利增長放緩,該行將公司在2023年至25年純利預測下調12%,目標價相應由11元下調至10.8元,維持評級「中性」。(ca/k) ~
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