【行家论股】柏马汽车(BAUTO,5248,主板消费股) 扩大起亚标致市场
分析:兴业投行研究
目标价:2.90令吉
最新进展:
为了继续推动增长,柏马汽车(BAUTO,5248,主板消费股)在1月12日推出两种新车款,即起亚(Kia)Sorento以及标致(Peugeot)Landtrek。
据了解,Sorento将采用本地组装(CKD),价格介于22万至25万之间,而Landtrek将是整装进口(CBU),价格约为12万左右。
另外,该公司本地组装的马自达(Mazda)CX-30,预计在今年2月至3月开始出售,价格预计会比整装进口便宜1万令吉。
柏马汽车 BAUTO
行家建议:
按照如今的策略,柏马汽车有意在大马扩大起亚和标致的市场,进而推出更多不一的车款。
另外,随着马自达在本地组装的活动开启,我们预计未来会进行更多相关品牌采用本地组装的可能性。
至于电动汽车方面,尽管如今多了很多不同选择,即公司在2023年首季,将把标致 e-2008添加到现有的电动汽车产线中,不过,整体需求仍然平淡。
电动汽车的反应冷淡,兴许是价格过高、缺乏充电基础设施,以及充电的时间过长所致。
我们将2024和2025财年的净利预测,分别上调14%和13%,主要是我们提高了公司的销量预测。
综合以上,我们维持“买入”评级,但目标价提高至2.90令吉。
柏马汽车股价走势
https://www.enanyang.my/行家论股/【行家论股】柏马汽车-扩大起亚标致市场
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