里昂上调中联重科(1157.HK)目标价至6.98港元继续是行业首选
里昂发表报告指,中联重科(01157.HK)发盈喜,预期今年上半年纯利介乎24亿元至27亿元人民币,意味第二季录171%至212%的按年增长,对比首季为按年增长166%。

该行表示,需求强劲、毛利扩张、成本节省及正面的经营杠杆为推动集团表现的四个动力,预期在地方政府基建债券的强劲部署下,有关动力将在下半年持续。
里昂上调对中联重科今明两年盈利预测分别55%及56%,预料其按年增长分别124%及17%。另外,集团股份目标价亦由5.88港元上调至6.98港元,相当于明年预测市盈率12倍,并维持“买入”评级,并继续为内地机械行业的首选。
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