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大行評級|招銀國際:下調廣汽集團目標價至6港元 維持“買入”評級 目前估值吸引
招銀國際發表報吿,將廣汽集團今年純利預測上調4%至63億元,主要反映來自合營及聯營公司的股本收入復甦,並預期埃安今年收支平衡,認為該股目前估值吸引,維持“買入”評級,目標價由6.5港元下調至6港元。該行預期廣汽去年第四季純利2.18億元,由於公司以往第四季盈利波動,因此較難作出預測,雖然面對市場競爭,但第四季銷量仍然創新高,估計本土品牌如埃安、傳祺,以及廣汽研究院的虧損按季擴大,主要受年底減值及一次性項目拖累。另外估計第四季股本收入按季下跌62%至6.81億元,主要受廣汽三菱的重組開支影響。
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