《大行報告》花旗輕微上調中聯重科(01157.HK)目標價至5元 評級「買入」
花旗發表報告指,考慮中聯重科(01157.HK)去年業績後,上調其今明兩年盈測分別6%和5%,以反映在海外需求改善下,輕微提高對出口收入預期。但就下調今明兩年毛利率預測,以反映產品結構變化,即低毛利率AWP高空作業平台收入佔比上升。
該行指,更偏好中聯重科而非三一重工(600031.SS),因為中聯重科挖掘機的收入敞口較低,而挖掘機在內地需求似乎是不同類型機械中最差的,加上股息率較高。予中聯重科目標價由4.9元輕微升至5元,評級「買入」。
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