《大行報告》摩通下調北京汽車(01958.HK)目標價至2.8元 評級「中性」
摩根大通發表報告,指北京汽車(01958.HK)去年純利遜預期,相信主因現代合營虧損,以及自有品牌表現疲弱所致。該行指北汽今年至以股價已累積調整8%,預期其未來股價上空間有限,因相關兩品牌業務未見有驚喜,料公司與現代合營至2022年才可望扭虧盈。
該行指,維持對北京汽車「中性」投資評級,目標價由3.3元降至2.8元,下調對北汽2021至2022年盈利預期分別14%及6%,短期更看好豪車的經銷商,因無芯片短缺的問題,至於汽車製造商方面,看好吉利(00175.HK)、長汽(02333.HK)、蔚來(NIO.US)與小鵬(XPEV.US)。
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