《大行報告》野村上調理想汽車(LI.US)目標價至54美元 評級「買入」
野村發表報告指出,理想-W(02015.HK)(LI.US)第二季業績穩固,而L9、L8及L7車型於首七個月表現強勁,該行料理想今年餘下時間將持續實現強勁的按年增長。同時,公司於明年開始推出的電池電動車(BEV)或將進一步擴大業務規模,並助其獲得市場份額,相信對於中國電動車市場的所有參與者來說都是關鍵。
該行預期,理想2022至2025年的汽車出貨量年均複合增長率為72%,收入年均複合增長率達68%。該行認為,市場份額是所有整車廠在中國市場的主要目標,而理想目前跑贏同業,有助對其長期業務發展。該行予理想美股目標價由46.2美元上調至54美元,評級「買入」。
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