《大行報告》瑞信上調汽車之家(02518.HK)目標價至73元 次季業績勝預期
瑞信發表報告指,汽車之家(02518.HK)第二季業績勝預期。總營收按年增長5.8%至18.3億元人民幣,比該行和市場預期分別高出2.5%和2.2%,主要受惠於汽車市場價格戰緩和線上市場業務。毛利錄15億元人民幣,比該行和市場預期分別高出2%和4%。經調整淨利潤為5.69億人民幣,比該行和市場預期分別高出14%和12%。
報告指,價格戰已從3月份的激烈高峰後緩和,同時政府正在推出刺激政策將支持下半年的行業前景,尤其是在新能源汽車領域。該行將2023至2025財年收入預測分別上調0.8%、1.1%及1.7%,經調整淨利潤預測分別上調9.5%、6.2%及6.6%。H股目標價由68元升至73元,評級「跑贏大市」。
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