花旗:維持對吉利汽車(0175.HK) 目標價升至30港元
花旗發表報告表示,估計中國乘用車零售銷售於今年第三季可按年回升11.2%(至501.2萬輛),料第四季回升10.1%(至631.9萬輛),料今年乘用車零售銷售按年跌7.8%至1,883萬輛,並估計明年可回升12.8%至2,124萬輛,重申對今年下半年至明年行業正面的看法。
該行指,基於全球電動車的需求趨勢,重申在行業首選吉利汽車(0175.HK)維持對其買入投資評級,上調目標價由20港元升至30港元,潛在升幅139%,料公司將可獲市場明顯重估,指Volvo與Google母企Alphabet自動駕駛業務Waymo的全新純電車平台所製造Level 4駕駛標準,相信在內地銷售前景強勁,上調對領克明年純利預測至33億人民幣(料2021年至2023年純利複合增長率達55%);第二是料吉利與Volvo進一步整合,可降低吉利汽車2021年至2023年銷貨成本及每年研發成本約24億至42億人民幣,從而提振純利;料受惠第三季及第四季內地乘用車市場銷售增長等。
此外,該行上調對耐世特(1316.HK)評級,由中性升至買入,料公司明年呈復甦,調高對其目標價由7港元升至8.1港元。
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