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大摩:升東風集團(0489.HK)目標價至11港元 評級“增持”
格隆匯 10-21 11:44
摩根士丹利發表研究報告,指東風集團(0489.HK) 第三季總銷售分別按年增長5.5%及按季增長3.3%,主要是受到日本合營品牌的支撐。期內,東風本田的銷量按年增長21.7%,並按季增長10.7%至21.2萬輛。東風日產則按年增長4.7%至29.1萬輛,按季升8.3%。這兩個品牌佔東風集團第三季的總銷售70%。
該行相信,由於2018下半年的基數較低,或意味着今年下半年的盈利將會錄強勁增長,維持公司“ 增持 ”投資評級,目標價由10港元提升至11港元,將其2019年盈利預測調高4%,即由原來的145億元人民幣調高至151億元人民幣。
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