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《大行報告》大摩降美東汽車(01268.HK)評級至「與大市同步」 中升(00881.HK)及永達(03669.HK)目標價調升
大摩發表研究報告指,由於受到內地封城的影響,內地汽車經銷商面臨銷售折扣擴大及去年下半年售後活動放緩,該行預料美東汽車(01268.HK)、中升(00881.HK)以及永達(03669.HK)去年下半年盈利按年跌28%至39%,並認為這在很大程度上可預期的。 該行表示,現時售後業務受惠於重開,並幾乎已恢復正常,又指這將成為今年經銷商的主要增長動力,而新車需求需時恢復。該行表示,下調經銷商去年盈利預測,以反映受到內地疫情的影響,惟提高2023年至24年的盈利預測。 該行表示,將美東汽車目標價由15.2元上調至21元,並將其評級由「增持」降至「與大市同步」;將中升目標價由46元上調至50元,維持其評級為「增持」;將永達目標價由5.8元上調至8.2元,維持其評級為「增持」。
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