News
大摩發表評級報告指，理想汽車首季收入大致上符合該行預期，惟資本開支較佳，令盈利表現優於預期。該行指，次季指引強勁達 7.6 萬輛至 8.1 萬輛，以及成交量於下半年回穩上升，意味着訂單良好勢頭持續。該行將公司今年、明年及 2025 年汽車銷量預測上調 30 萬輛、42 萬輛及 60 萬輛；而今年汽車毛利率預測維持在 20.4% 不變，符合公司指引，惟將明年及 2025 年預測則下調 1 個百分點及 1.5 個百分點。該行料公司今年全年錄得利潤 (比原預測提前一年)，淨利率約 3%，而明年及 2025 年則分別改善至 5% 及 7%。該行將其目標價由 110 港元上調至 155 港元，維持其評級為增持。
Source: 美港電訊 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments