研究股票每周更新-2025-03-17

Investment Rating - The report assigns a "Buy" rating to multiple companies within the automobile, banking, computer, machinery, and media & culture sectors, indicating a favorable outlook for these sectors over the next 6 to 18 months [3]. Core Insights - The target price for LEAPMOTOR has been revised upwards from HK$39.00 to HK$54.00, reflecting a positive adjustment in earnings estimates [1][3]. - The report highlights the strong performance of Geely Auto, Great Wall Motor, BYD Company, and other companies, with projected revenue growth and favorable earnings estimates for the upcoming fiscal years [3]. Summary by Sector Automobiles - Geely Auto: Target price of RMB 16.50 with projected revenues increasing from 5.308 billion in 2023 to 14.058 billion in 2024 [3]. - Great Wall Motor: Target price of RMB 16.00 with revenues expected to rise from 7.022 billion in 2023 to 12.766 billion in 2024 [3]. - BYD Company: Target price of RMB 300.00 with revenues projected to grow from 30.041 billion in 2023 to 41.316 billion in 2024 [3]. Banking - BOC Hong Kong: Target price of HKD 33.50 with earnings estimates increasing from 3.095 in 2023 to 4.020 in 2026 [3]. Computer - VSTECS: Target price of HKD 6.16 with earnings expected to rise from 0.656 in 2023 to 0.963 in 2026 [3]. Machinery - LK TECH: Target price of HKD 4.45 with projected earnings increasing from 0.353 in 2023 to 0.429 in 2026 [3]. Media & Culture - Tencent Music: Target price of RMB 51.44 with earnings estimates increasing from 1.537 in 2023 to 2.705 in 2026 [3].