《大行報告》美銀證券下調理想-W(02015.HK)目標價至152元 評級「買入」
美銀證券發表評級報告指,理想-W(02015.HK)今年次季收入87億元人民幣,按年增73%,按季跌9%,整體毛利率按年升2.6個百分點,按季跌1.1個百分點至21.5%;同時汽車毛利率按年升2.5個百分點,按季跌1.2個百分點至21.2%。另外,基於較高的毛利率及營運利潤率,公司次季淨虧損6.18億元人民幣,優於該行預測。
該行表示,由於理想One需求較預期慢,管理層指導今年第三季交付量為2.7萬至2.9萬輛汽車,按年升7.5%至15.5%,低於市場預期,故該行將公司今年、明年及2024年的各年汽車銷量預測下調12%、下調6%及上調14%,以及下調毛利率預測,並將其目標價由172元下調至152元,重申其評級「買入」。(ca/u)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.