《大行报告》花旗降中集安瑞科(03899.HK)目标价至8.61元评级「买入」
花旗报告指中集安瑞科(03899.HK)上半年盈利按年增长24%至3.83亿元人民币,收入按年升17%至66亿元人民币,毛利率略为回落至15.3%。
该行相信天然气销售将会维持强劲的势头,这将刺激液化天然气运输及储存设备的需求,尤其是该行视液化天然气罐式集装箱为新增长动力。虽然环球贸易紧张局势日益加剧导致收入放缓,但相信公司将会继续受惠於强劲天然气销售及液态天然气进口。
另外,人民币疲弱及下半年旺季的交付加快,将会继续支撑公司未来的毛利率表现,而且公司的估值看来吸引,维持其「买入」投资评级,目标价则由原来的9.13元下调至8.61元。
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