《大行》花旗:中国汽车供应链资金流更新 料第四季相对市场敏感度转弱

阿斯达克财经
Oct 23

花旗发表研究报告指,宁德时代(03750.HK) H股相对比亚迪(01211.HK) 福耀玻璃(03606.HK) H股非加权平均市盈率溢价,已由两至三周前约45%至49%显著收窄至上周36%,并在宁德时代第三季业绩逊预期后进一步收窄至16%;A股方面,同一指标于9月初企稳后,本周跌至折让31%,上周为折让20%,反映宁德时代估值下调速度快于福耀及比亚迪。按记者查证及电动车订单偏弱情况,该行认为...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10