智通财经APP获悉,高盛发布研报称,重申广汽集团(02238)“中性”评级,目标价由2.4港元升至2.6港元。考虑业绩预告,高盛降广汽去年盈测70%,并降今明两年盈测2%至5%,以反映行业竞争持续及广汽销量料持续下降。
高盛指,广汽上月预告去年纯利料达8亿至12亿元人民币,同比跌73%至82%,较该行预估中位数大幅低出73%。这意味去年末季纯利达6.8亿至11亿元人民币,对上财年同期则亏8,200万元人民币,惟较预估中位数低75%。据公司解释,去年纯利同比下降主因汽车销量同比减少(降幅20%),以及在行业竞争激烈下销售补贴开支达180亿元人民币。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.