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《大行報告》美銀證券首予雅迪控股(01585.HK)「買入」評級 目標價24元
阿思達克 11-30 09:56
美銀證券發表報告指,首次覆蓋研究雅迪控股(01585.HK),予其股份「買入」評級,目標價24元。該行指,集團為中國電動兩輪車的市場龍頭,現時已為全球規模最大,並預料規模將在未來兩年再倍翻。 該行預計,收入增長及毛利擴展將推動集團至2023年的盈利年均複合增長率達38%,往後增長率亦有23%,其盈利料會由去年的9.57億元人民幣,增長至2023年達25億元人民幣。 至於毛利率亦預期可由去年下半年的14.3%,提升至2023年的17%,主因定價能力改善、新的優質及毛利高車型和規模效應等。
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