《大行報告》高盛上調通用汽車(GM.US)目標價至46美元 評級「買入」
高盛發表報告指,通用汽車(GM.US)去年第四季收入和每股盈利分別為431億和2.12美元,好過市場原預期各400億和1.69美元。公司上季調整後息稅前利潤38億美元,亦好過市場預期32億元。公司指引今年的息稅前利潤為105美億至125億美元,每股盈利介乎6至7美元,高過市場和該行預期。
該行指,通用汽車去年第四季業績大增,認為有多種因素促成今年息稅前利潤指引比預期好,包括淨價格和成本節約等。
高盛將通用汽車2023年至2025年的每股盈利預測由5.15美元、6美元、7.25美元,分別提高到6.25美元、6.5美元及7.5美元。該行升通用汽車目標價由42美元上調至46美元,評級「買入」。
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