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港股異動 | 中聯重科(1157.HK)跌4% 遭多家機構下調目標價
格隆匯 12-20 15:41
格隆匯12月20日丨中聯重科(1157.HK)低開低走,現報4.97港元,跌4.05%,暫成交5951萬港元,最新市值431億港元。大摩最新發研報指,由於內地房地產市場需求疲弱且車隊規模已經很大,預期工程機械的弱勢將持續到明年,更認為海外市場強勁業務對中聯重科盈利僅有輕微帶動作用,故將其2021至2023年度盈利預測分別下調14%、38%及20%,目標價相應由11港元降至7港元。該行補充,長線而言,對中聯重科新業務於市場佔有率潛在增長維持正面看法,加上H股現價相當於2022年度預測市盈率7倍,相對於同業的13倍屬吸引水平,故維持“增持”評級。此前摩通亦將中聯重科H股評級由中性下調至減持,目標價由7.7港元降至4.2港元,料其今年末季純利按年大跌約40%。

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