大和:維持永達(3669.HK)目標價8.2港元 重申“持有”評級
大和發表研究報告表示,4月永達汽車(3669.HK)旗下寶馬在中國的銷量按年錄正增長,料更多補貼政策將推出,有助增加旗下豪華品牌銷售額,但認為去年的營運數據高基數,4月的銷量反彈亦未必能維持,維持目標價8.2港元,重申“持有”評級。
該行續指,隨着公司的資助計劃及新車型的推出,對寶馬未來數月的銷量持正面看法,公司仍維持新車銷售增長8-10%的目標。另外,該行建議買入中升控股(0881.HK)及吉利汽車(0175.HK),該行認為中升控股高利潤品牌的覆蓋較多,同時持續店鋪擴張,另外,吉利汽車將可受惠於大眾市場的復甦及與Volvo的潛在合併。
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