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《大行報告》中銀國際上調理想-W(02015.HK)目標價至295元 營運指引顯示今年盈利前景強勁
阿思達克 02-27 14:41
中銀國際發表報告指,理想汽車-W(02015.HK)去年第四季總收入按季上升20.3%,大致符合預期,non-GAAP純利升至45億元人民幣,高於該行預期的40億元人民幣。期內削減成本好過預期,抵銷銷售組合較弱及推廣開支增加的影響,估計3月銷量升至5萬輛以上新高;其營運指引顯示今年盈利前景強勁,管理層訂下進取的目標,今年6月銷量7萬輛、至年底月度銷售10萬輛,均高於市場預期。 另外,管理層強調首季汽車利潤率將高於20%,亦顯着高於預期。該行維持其「買入」評級,H股目標價由235元上調至295元,相當於預測今年市盈率25倍。今明兩年銷量預測由原先各70萬及93萬輛,上調至各72萬及101萬輛。
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