《大行報告》瑞信上調理想汽車(LI.US)目標價至38美元 評級「跑贏大市」
瑞信發表報告指,理想汽車(LI.US)首季業績勝市場預期,虧轉盈賺逾9億人民幣,是公司成立以來的最高季度利潤。該行認為純利強過預期是因為首季研發費用較預期低,按季下降11%至18.5億元人民幣。公司重申全年研發費用指引為100至120億人民幣,並保持全年毛利率指引為20%不變,預計全年營業費用佔收入比例將接近去年第四季9.2%水平。
瑞信指,公司亦指引第二季交付量將再創歷史新高,達到7.6萬至8.1萬架,按季增長45%至54%。而今年6月交付量將達到約3萬架。考慮到銷售量強過預期,該行將2023至2025年每股盈利預測上調37.5%至84.1%,目標價由35美元升至38美元,維持評級「跑贏大市」。
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.