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研究焦點
 
  • 羅家亮
    HK/China Auto & Consumer - 20 Nov 2017
    Geely (175 HK, BUY, TP HKD36.00) - First batch of Lynk & Co 01 sold out in 137 seconds | BYD (1211 HK, HOLD, TP HKD70.0) - Aims to Boost Revenue to Reach Trillion Yuan by 2025 | Daimler (DAI GR) - o Put ~$755 Million Into EV Push In China | Toyota (7203 JP)- To re-enter electric vehicles from 2020 in China, India | Guangzhou Automobile (2238 HK, BUY, TP HKD24.3) - Raises 15B Yuan From Private A-Share Sale | Shenzhou (2313 HK, BUY, TP HKD75.0) - U.S. sports retail stocks jump after upbeat reports
  • 吳煒基
    View From the Lighthouse: Hong Kong/China Property Daily - 20 November 2017
    ~50 primary transactions recorded during weekend Steady secondary transactions during weekend ~1,200 subscriptions received at “Cullinan West II” CCL up 0.48% weekly China’s home prices remain stable in October
  • 羅家亮
    Geely Automobile - More wings to this story! TP raised 33% (175 HK, CP HKD27.40, BUY, TP HKD36.00, Automotive)
    Reiterate BUY with 31% upside to our new TP of HKD36. The long-awaited Lynk & Co 01 model, equipped with Volvo’s E-drive engine and built under the CAM platform will be available for pre-order tonight. This is a significant milestone for Geely as it realizes synergies from its Volvo acquisition. Shares have soared 270% YTD, but we see further upside from its rich new product pipeline, higher ASP, margins, and div. payout. We raised our FY18-19E EPS by 8-14% which are 17-23% above consensus.