大行評級|花旗:上調吉利目標價至13.98港元 全方位市佔率提升
花旗發表研究報吿指,在吉利公佈強勁的首季度盈利表現,以及公司管理層最新的業務指引後,決定將其目標價由12.99港元上調至13.98港元,主要基於吉利上調其2024財年銷售目標,受惠於更積極的高利潤出口銷售及內燃引擎(ICE)汽車銷售前景;由今年第二季度開始,降低成本及節省綜效將發揮作用;以及年初至今公司全方位業務市佔率持續錄得增長等因素。
該行並維持吉利“買入”評級。另外,花旗對吉利部分業績預測進行修正。包括將其2024至2026財年的銷售預測上調5%至8%;毛利率預測下調0.5至0.6個百分點;淨利潤預測則上調4%至9%。
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