小摩点评比亚迪配股:以期实现全球抱负!

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总结:意料之外的配股,以期实现全球抱负实现全球抱负的一项举措:比亚迪在昨晚收盘后突然宣布将募资56亿美元(详见下文),这令市场感到意外。我们与管理层进行了沟通,认为该募资计划旨在支持公司长期的全球愿景,特别是全球的本土化产能建设:这些生产基地不仅将覆盖本土市场,也将作为出口枢纽辐射周边国家或经济区--泰国和印尼(东盟)、匈牙利和土耳其(欧洲)、巴西(拉美)以及乌兹别克斯坦。我们认为,比亚迪此举有望...

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