You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
大行評級丨高盛:升理想目標價至138港元 次季營運利潤遠勝預期
高盛的研究報吿指,理想汽車(2015.HK)次季營運利潤較預期超出195%,業績勝預期主要受惠於汽車銷售收入及毛利達18.7%(高盛預期18.0%),以及5月裁減人手18%令經營支出降低。管理層對第三季汽車銷售指引介乎14.5萬輛至15.5萬輛,而收入會達394億元人民幣至422億元人民幣。該行指,管理層在業務會議中下調了全年銷量指引至50萬輛,符合該行預期;重申了踏入下半年,毛利及現金流走勢有改善,料第三季汽車毛利會超過19%,而總毛利會達20%水平;管理層亦維持了其在明年推出800V純電動車(BEV)車型的計劃,明年上半年會推出首款。該行料,在通用會計準則下,第三季純利會復甦至26億元人民幣,上調今年至2026年的EBITDA預測2%至6%,港股目標價升5%至138港元,維持“買入”評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account