摩通下调耐世特(1316.HK)目标价至6.5港元评级“中性”
摩根大通报告指耐世特(01316.HK)上半年纯利按年跌34%至1.31亿美元,较该行及市场预期分别低20%及25%,盈利下跌主要由于受平台转移、美元升值及中国生产大减所影响。该行指,由于期内中国乘用车行业生产下跌16%,加上美国及欧洲需求减弱(分别下跌2%及5%),料组件制造商如敏实(00425.HK)及福耀玻璃(03606.HK)等将公布较预期差10%-20%的业绩。

该行又指,并不预期中国汽车行业今年内复苏,偏好代工商多于组件制造商,并建议投资者选择具较高能见度的高端及新能源汽车板块。
摩通表示,耐世特年初至今股价下跌30%(同期中国汽车行业跌10%),该行将该股目标价由9港元降至6.5港元,评级“中性”。
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