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《大行報告》德銀降華晨(01114.HK)目標價至11.9元評級「買入」 @ 2013-03-29T04: Back Hot News
Keyword:華晨
Concept:23億元人民幣不派息 , 華晨中國去年盈利
該行又稱,根據華晨管理層的指引,今年華晨寶馬銷量增速,將放慢至25%,而隨著第2家廠房在年中全面運作,其整體設備使用率將由去年的100%降至80%,同時今年的研發開支將增加一倍至24億元人民幣,主要用於開發新能源車,惟這類產品短期盈利前景並不明朗。
華晨(01114)去年盈利增但不派息,今急瀉11﹒4%,報9﹒09元。(bh)
中國銀監會收緊對內地銀行的理財產品業務監管,消息困擾中港股市,港股最多跌逾二百八十點,低見22178點,恆生指數中午收報22214點,跌250點,跌幅百分之一,半日成交364億元。國企指數報10810點,跌223點,跌幅百分之二。市場擔心新規管會影響內銀股的盈利能力,工商銀行(01398.HK)和交通銀行(03328.HK)業績好過預期,股價仍跌百分之二和四,工行報5.33元,跌0.12元,交行報5.79元,跌0.26元。民生銀行(01988.HK)跌百分之六,報10.02元,中信銀行(00998.HK)跌百分之四。另外,國壽(02628.HK)去年純利倒退,股價跌逾百分之二,報20.15元,跌0.55元。重磅股匯控(00005.HK)跌百分之一,報81.8元。國藥控股(01099.HK)折讓配股,股價跌百分之七,報24.9元,跌2.1元。宏華集團(00196.HK)遭股東以折讓價大手減持,股價跌百分之六,報3.64元。華晨汽車(01114.HK)去年純利有增長但不派息,股價下挫一成一,報9.09元,跌1.17元。反觀,東風集團(00489.HK)純利多過預期,股價逆市升百分之二,報10.82元。中國遠洋(01919.HK)和中國鋁業(02600.HK)去年虧損都多過預期,股價跌百分之三和四。追蹤A股的指數基金受壓,安碩A50中國(02823.HK)跌百分之三,報10.4元,跌0.36元,是交投最活躍的股份。南方A50(02822.HK)和華夏滬深三百(03188.HK),跌百分之二。
重磅藍籌方面,中移動(00941)跌0﹒5%,報82﹒05元;匯控(00005)今跌1﹒3%,報81﹒8元。內銀板塊全線挫,其中農行(01288)挫2﹒9%,報3﹒69元。中行(03988)及工行(01398)均跌2﹒2%,分報3﹒54元及5﹒33元。建行(00939)則跌1﹒7%,報6﹒29元。中鋁(02600)去年勁蝕82億元人幣兼發盈警,今挫4﹒5%,造2﹒99元。華晨(01114)去年盈利增但不派息,今急瀉11﹒4%,報9﹒09元。
瑞信唱淡吉利汽車(00175),將吉利目標價由3﹒5元下調至3﹒15元,維持「遜於大市」投資評級。吉利將於下周三(20日)公布去年全年業績,該行預期純利將增加16﹒5%至17﹒9億元人民幣,但報告將吉利今年每股盈利預測下調10%。吉利股價今挫5﹒3%。其他同行也全線跌,華晨中國(01114)趺5﹒8%,比亞迪(01211)跌3﹒5%,長汽(02333)跌5%。上月本田及豐田汽車銷量倒退的廣汽(02238)軟2﹒2%。

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