大行評級|大摩:東風股價波動部分受母公司重組預期驅動 維持“與大市同步”評級
摩根士丹利發表研報指,東風集團股份股價昨日收市升幅達5%,相信部分受到母公司重組的消息所推動,盤中出現波動表明市場對重組實施存疑。由於母公司重組交易並未披露太多細節,大摩預計未來股價仍會因相關報道,例如人事變動等而左右。
根據該行估算,東風汽車現價水平明顯低於其淨有形流動資產價值,由於欠缺重組計劃詳情,維持“與大市同步”評級,給予目標價3.9港元。該行認爲,若母公司層面重組能夠成功實施,隨後上市公司經營效率得以提升,長期而言相信其內在價值將得以體現。
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