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《大行报告》汇丰研究上调中集安瑞科(03899.HK)目标价至4.9元 评级「买入」
阿思达克 11-18 10:06
汇丰研究发表报告,指中集安瑞科(03899.HK)与挪威Hexagon共同拓展中国氢气储运装备市场,并设立合营公司,预期可於年底成事,将提供长远增长机会。

报告称,中集安瑞科近期新增合约价值已超过2亿美元,反映未来收入增长的动力,料明年起入帐。汇丰研究升公司2020至2022年各年毛利率预测至分别16.6%、17.3%及18.2%,但该行对其每股盈测仍低於市场预期,以现金流折现率计,目标价由3.8元升至4.9元,评级维持「买入」,料中集安瑞科集中开发新能源氢能业务,料支持估值。

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