《大行報告》摩通上調長汽(02333.HK)目標價至12元 下調廣汽(02238.HK)評級至「中性」
摩根大通發表研究報告,指出中國汽車股的股價在過去一個月升4.4%,跑贏MSCI中國的1.5%升幅,主要是受惠於汽車銷量持續回升。雖然該行預期第四季會出現低至中單位數的增長,但由於經濟從低基數中復甦,相信增速會在明年上半年加快至高達20%,而明年首季有望反彈超過30%。另外,強勁的車型推出亦會所來貢獻,例如吉利汽車(00175.HK)將會在明年推出5款新車款;長城汽車(02333.HK)則計劃推出10款新車型或改款車型。
在過去一個月,由於強勁的銷售勢頭,長城汽車的股價升18%。該行對於長城汽車的穩健表現感到鼓舞,並預期將會繼續跑贏大市,將2021財年的預測上調10%,並將其目標價由9元上調至12元,評級「增持」。
另該行料廣汽集團(02238.HK)本年至年跑輸大市33%後,股價將窄幅波動。過去予其「增持」評級建基於憧憬自家品牌顯著復甦及合營廣汽菲克虧損受限制;但在未來六至九個月原先預期或顯得樂觀,除非廣汽菲克虧損情況改善。摩通將廣汽投資評級由「增持」下調至「中性」,目標價由9元下調至7.5元。
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