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大行評級 | 花旗:升中國建築國際(3311.HK)目標價至11港元 評級“買入”
格隆匯10月8日丨花旗發研報稱,予中國建築國際(3311.HK)“買入”評級,目標價由8.8港元上調至11港元,是該行在中國基礎設施領域的首選。鑑於未來5年基礎設施價值增長較快,以及未來10年公共住房單位比過去10年翻倍,故將2021-23年的每股盈利預測提高1%至2%。該行指,上調目標價是因爲今年出現了市盈率重估的驅動因素,包括公司現時目標是在2022年恢復結構性正運營現金流,而之前的指引是2023年;預製構件的滲透上升,以取代工人。該股現報8.23港元,最新市值414億港元。
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