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《大行報告》富瑞升中國重汽(03808.HK)目標價至25元 擁抱上升周期
阿思達克 02-26 10:30
富瑞發表報告指,中國重汽(03808.HK)作為內地最大重型卡車(HDT)出口商,正擁抱上升周期,是內地出口銷售強勁的最大直接得益者,而液化天然氣(LNG)重卡銷售增加,將會進一步改善其產品組合。另外,據員工持股計劃的目標,2024年至2026年各年稅前盈利的利潤率分別7.5%、8%及8.5%,反映利潤率前景穩固。 該行將其目標價由20.6元上調至25元,相當於預測今年市盈率9倍,評級「買入」。去年及今年盈利預測,分別上調至52億及69億元人民幣,反映銷售及利潤率前景更加樂觀。
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