《大行報告》大摩升東風(00489.HK)評級至「增持」目標價維持8元
摩根士丹利發表研究報告指雖然東風(00489.HK)旗下日本品牌銷售跑贏同業,該股股價年初至今仍下跌10%,跑輸同業平均上升14%的水平。
大摩指東風2019年預測市盈率僅3.7倍,較該股自2013年起歷史平均值5.6倍有34%折讓。該行相信公司旗下日本品牌銷售將繼續強勁,加上PSA及本地品牌銷售轉勢,將會成為該股正面催化劑。該行將東風評級由「與大市同步」升至「增持」,目標價維持8元。
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