大行評級|招銀國際:上調廣汽集團目標價至3.6港元 預期今年盈利有上行空間
招銀國際發表研報指,廣汽集團去年巨大減值損失或爲今年的預期盈利提供上行空間。該行相信新管理團隊領導的改革,對其未來產品定位和股價可能更爲關鍵。該行又認爲,廣汽豐田盈利能力或較部分投資者預期更具韌性,受惠於近期在產品定價和技術本地化方面的戰略調整。儘管該行預測廣汽本田今明兩年將繼續虧損。
該行預計廣汽豐田今年銷量與去年持平,基於公司對bZ3X純電動車進行大幅策略轉型、採用更多本地化零部件和技術的結果。該行預測廣汽今明兩年股權收益按年跌降28%及24%,至分別21億和16億元,但維持正數。該行維持對廣汽“買入”評級,目標價從3.3港元上調至3.6港元。
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