《大行報告》大摩下調濰柴動力(02338.HK)目標價至16.9元 評級「與大市同步」
摩根士丹利發表報告,看淡內地2021年第四季至2022年重型卡車需求,但濰柴動力(02338.HK)將憑藉其在國六發動機和氫燃料電池技術方面的競爭優勢,長遠仍能繼續獲得市場份額。
大摩指濰柴第三季業績符預期,基於首三季業績,將濰柴動力今年至2023年各年收入預測降低4%、5%和3%,以反映對內地重型卡車需求下跌預期。因此,下調今年至2023年各年盈測11%、14%和7%。H股目標價由21元下調至16.9元,評級「與大市同步」。
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