大行評級|摩根大通:重申華晨“增持”評級 目標價為11港元
摩根大通發表報吿指出,華晨繼於今年上半年宣派特別息每股1.5港元后,於上週五(14日)再度宣派特別息每股4.3港元,如按上週五收市價計算,意味着收益率達60%,遠高於該行及市場預期派發特別息每股1至1.5港元水平。該行認為,華晨將繼續從其合資華晨寶馬的經常性投資收益派發特別息,預期未來兩至三年間每年可進一步分派每股股息1至1.5港元。
該行重申對公司“增持”評級,目標價11港元。該行首選的代工生產商(OEM)為華晨及比亞迪。
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