You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》匯豐研究下調廣汽(02238.HK)目標價至5.4元 評級「買入」
匯豐研究發表報告指,廣汽集團(02238.HK)(601238.SH)第三季度純利15億元人民幣,低過該行預期,主要因爲新能源車滲透率提升下,與豐田及本田合營的內燃機汽車銷量差過預期,以及需就三菱退出合營作出商譽減值及重組支出。自6月底以來,廣汽H股累計調整18%,相信豐田及本田合營銷量疲弱、以及三菱合營的損失已於現價反映,目前估值吸引,H股現價相當於預測未來12個月市盈率4.4倍,低於歷史平均的12.2倍。 該行預期廣汽埃安能夠保持銷量增長,新品牌Hyper進一步推動銷量及利潤率提升,維持其「買入」評級,今年至2025年盈利預測下調36%至43%,以反映下調對其合營投資收入預測,H股目標價由8.5元下調至5.4元。
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.
uSMART
Wealth Growth Made Easy
Open Account