《大行報告》大和升華晨(01114.HK)評級至「買入」 目標價上調至3.9元
大和發表研究報告指,華晨中國(01114.HK)出售華晨寶馬汽車25%股權予寶馬後,相信其在特別股息上有潛在驚喜,預計特別股息或股份回購金額將達到從寶馬收到的對價的70%,又認為集團或將繼續進行汽車融資和汽車零部件業務。該行將集團目標價由2.8元上調至3.9元,評級由「持有」上調兩級至「買入」。
該行上調華晨中國2022至2023年純利預測介乎15%至18%,因為華晨寶馬9月銷量超出了預期。基於其目標是在2023年推出更多電動車型,預計勢頭將持續下去,而BMW X5的銷量可能在2022年達到10萬輛以上,並在2023年達到15萬輛以上。
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