《大行報告》大摩升通用汽車(GM.US)目標價至43美元 上調今年每股盈測
摩根士丹利發表報告指出,通用汽車(GM.US)似乎改變口風,揚言首要任務是利用其內燃機產品組合中的機會,另訂立電動車銷售目標。此外,該行指通用汽車推遲原定於去年底舉行的投資者日活動至今年3月舉行,是一個良好的訊號,表明公司可能在產品戰略方面進行更深刻的改變。
該行將通用汽車今年收入預測由原預期的1,594億美元上調至1,679億美元,明年則收入料放緩至1,605億美元,原預期為1,511億美元。另對今年汽車收入預測由1,458億美元上調至1,534億美元,明年預期由1,374億美元上調至1,460億美元。將公司今年每股盈利預測由7.3美元上調至8.37美元,明年預測由5.78美元上調至6美元。
此外,該行指雖然通用汽車估值便宜,但公司為了與Tesla(TSLA.US)競爭,每日在電動車及自動駕駛汽車項目上花費高達3,600萬美元,而有關項目可能永遠無法接近其資本成本。對其目標價由40美元上調至43美元,維持「增持」評級。
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