大和首予正通汽车(1728.HK)“跑赢大市”评级目标价3.3港元
大和发表报告,首次覆盖研究正通汽车(01728.HK),由于目前估值吸引,予其“跑赢大市”评级,目标价3.3港元。

该行预计,正通汽车今年上半年的盈利将按年下跌20%,主要由於市场需求疲弱。而下半年因售後业务及汽车金融服务均有增长,估计集团盈利按年升33%有稳健复苏。
大和又称,在市场需求改善,新的宝马3系列销售提升;奢侈汽车板块销售增长稳健;及进一步政策刺激汽车消费,和进口汽车关税有潜在下调的推动下,正通汽车今年下半年至2021年的盈利能力料可有反弹。
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