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《大行報告》中金:中車(01766.HK)季績符預期 目標價下調至4.44元
阿思達克 10-31 15:54
中金公司發表報告指,中車(01766.HK)第三季業績符合該行預期,根據國家統計局數據,首三季鐵路乘客運載量29.3億人次,較2019年同期高出4.5%,已超出國鐵集團年初估計的全年運載量26.9億人次,相信鐵路乘客運載量持續改善,未來在新年及農曆新年假期,動車使用率將進一步提升,刺激動車採購需求。 報告又認為,來自新工業的下游需求保持強勁,中車已於整個風電價值鏈佈局,涉及渦輪機及零部件等,同時亦擴展至高增長的行業,例如新材料、電動汽車及船隻、以及海洋設備等。 因應城軌交通需求受壓,該行將中車今明兩年每股盈利預測,分別下調8%及6%,目標價下調15%至4.44元,反映今明兩年預測市盈率分別11倍及10倍。
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