大行評級|招銀國際:上調廣汽目標價至3.3港元並維持“買入”評級 近期市場情緒改善
招銀國際發表研究報吿指,廣汽集團第三季業績遜預期,錄得虧損14億元,屬自2013年以來最大的季度虧損,部分由於外匯虧損及政府補貼減少。管理層致力在明年通過推出眾多新型號來振興其自主品牌。最近,在旺季和刺激措施的幫助下,市場對廣汽豐田和廣汽本田的需求也有所回升。考慮近期市場情緒改善,該行將目標價由3港元升至3.3港元,維持“買入”評級。該行上調其對埃安系列今年銷量預測10%,惟下調其對公司今年至2026年各年盈虧預測,至分別虧損4.64億元、轉賺1.29億元以及賺11.27億元,主要因為該行在競爭劇烈下調低了毛利預測,以及在直到2026年先有具競爭力的新能源電動車款下,調低了合營公司的投資收益預測。
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