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《大行報告》瑞銀上調理想汽車(LI.US)目標價至31美元 首季業績勝預期
瑞銀發表報告指,理想汽車(LI.US)首季營運利潤達4.05億元人民幣,EBIT水平再次轉正,並勝於該行及市場預測;公司首季通用會計準則純利達9.3億元人民幣,亦高於該行及市場預期。 該行指,公司指引次季交付量達7.6萬至8.1萬輛汽車,意味著5、6月交付量為2.5萬至2.8萬輛汽車,而4月交付了2.6萬輛汽車。該行指,L8 Air由4月底起交付,有助支撐5月強勁勢頭。管理層表示,其目標是直至6月份,每月交付3萬輛汽車。隨著營運效率上升及持續改進,該行表示,公司在汽車盈利方面有進一步上升空間。 該行將公司今年及明年汽車銷量預測分別上調至28.1萬輛及44.4萬輛,其純利預測亦分別上調27%及17%,目標價相應由29美元上調至31美元,維持評級「買入」。(ca/k) ~
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