《大行報告》花旗降中集安瑞科(03899.HK)目標價至8.61元評級「買入」
花旗報告指中集安瑞科(03899.HK)上半年盈利按年增長24%至3.83億元人民幣,收入按年升17%至66億元人民幣,毛利率略為回落至15.3%。
該行相信天然氣銷售將會維持強勁的勢頭,這將刺激液化天然氣運輸及儲存設備的需求,尤其是該行視液化天然氣罐式集裝箱為新增長動力。雖然環球貿易緊張局勢日益加劇導致收入放緩,但相信公司將會繼續受惠於強勁天然氣銷售及液態天然氣進口。
另外,人民幣疲弱及下半年旺季的交付加快,將會繼續支撐公司未來的毛利率表現,而且公司的估值看來吸引,維持其「買入」投資評級,目標價則由原來的9.13元下調至8.61元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.