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《大行報告》花旗升小鵬汽車(09868.HK)目標價至357元 指季績勝預期
阿思達克 11-24 12:05
花旗發表報告表示,小鵬汽車(09868.HK)第三季業績表現強勁,毛利率按季升2.5個百分點至14.4%,明顯優於市場預期,公司對今年第四季指引亦符合市場預期。 該行表示,上調對小鵬汽車目標價,由338元升至357元﹐相當於2022至2023年平均市銷率12.4倍,維持「買入」投資評級,上調對其2021財年至2023財年付運預測各至9.4萬輛、17.5萬輛及24.5萬輛。 花旗指,小鵬汽車管理層給予今年第四季收入指引介乎71億至75億人民幣,相當於按年增長149%至163%,按季亦升24%至31%。該行指小鵬汽車旗下Robotaxi(全自駕計程車)業務或可成明年催化劑。
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