《大行報告》大摩降理想-W(02015.HK)目標價至233元 評級「增持」
摩根士丹利發表報告指,理想-W(02015.HK)今年首季指引較疲弱,大部分投資者均預期第二季亦將表現平平,預期當市場需求、新車型投產等前景可見度提升時,將成為股價重要利好因素。
基於公司最新經營指引,大摩將理想汽車今明兩年銷量預測下調15%及14%,今年度銷量預測降至57萬輛,將H股目標價從266元降至233元,但維持「增持」評級,憧憬進入行業旺季後,公司新車型推出可推動銷量增長,下行空間相對有限。另內地潛在政策支持亦是第二季催化劑。
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