《大行报告》瑞银降中集安瑞科(03899.HK)评级至「中性」 目标价上调至7.2元
瑞银发表研究报告,指本年至今内地燃气需求增长加快至介乎10%至20%,近期1亿元人民币氢气瓶及系统(FCEV)订单提振了投资情绪,中集安瑞科(03899.HK)股价自去年9月低位反弹逾倍,自3月提出氢策略後上升。该行降其今明两年盈测5%及1%,2023年则上调10%,下调其投资评级由「买入」降至「中性」,认为市场已反映短期至中期转势,而上升/下行风险大致均衡。以现金流折现率计,目标价则由5.9元升至7.2元,相当於今年预测市盈率14.7倍,与五年均值相符。
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