《大行報告》摩通降東風(00489.HK)評級至「中性」 目標價下調至7元
摩根大通發表研究報告指出,東風(00489.HK)去年業績較該行預期低8%,意味著其去年下半年表現大幅遜預期,主要受累於商用車業務盈利欠佳及對其自家品牌新能源車嵐圖(Voyah)的開支費用。
該行認為,東風自2005年底上市以來,股價表現始終與其股東回報高度相關,如當股本回報率增加時,股價會跑贏,反之亦然,惟有幾年因市場因素影響而除外。鑑於該行對行業審慎看法,東風銷售或盈利或不會有正面驚喜,而股東回報持平,相信股價亦會橫行。該行將東風評級由「增持」降至「中性」,目標價由13元下調至7元。
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