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《大行報告》瑞銀升濰柴動力(02338.HK)評級至「中性」 目標價上調至15.3元
瑞銀發表報告指,近日與濰柴動力(02338.HK)管理層進行會議,管理層認為液化天然氣重型卡車引擎的銷售將會保持強勁,市佔率及利潤率提升,而重型鑽挖引擎的市場需求仍然強勁,其高利潤率亦為盈利帶來貢獻。 瑞銀將濰柴動力今年至2025年純利預測上調21%至57%,指該股自8月以來上升約30%,因為投資者看好公司在液化天然氣重型卡車方面的市場份額,以及公司近日發出樂觀的指引。該行認為有利因素已在近期股價合理反映,將其評級由「沽售」上調「中性」,目標價由9.2元上調至15.3元。
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