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《大行報告》摩通下調汽車之家(02518.HK)目標價至55元 上季業績符預期
摩通發表報告指,汽車之家(02518.HK)第三季收入及盈利均符合市場預期,業績後管理層會議提及一些正面進展,包括數據產品收入按年增長30%,新能源汽車相關收入按年增長70%,零售點擴充計劃正按進度進行,目標至年底開設20間店舖。 摩通指,雖然整體汽車市場轉弱,相信公司新業務的收入增長,部分抵銷媒體服務收入下跌的影響。以總收入有中單位數增長而言,該股估值合理,若果新業務的持續增長,足以推動總收入重返雙位數升幅,將會對該股轉向較正面。該行維持汽車之家H股「中性」評級,H股目標價由57元下調至55元。
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