《大行報告》摩通升中車時代(03898.HK)目標價至62元評級「增持」
摩根大通報告指中車時代(03898.HK)第二季業績穩固,釋除了市場對該股的疑慮。與公司過往較疲弱的指引相反,該行認為從公司簡報中獲得的資訊大致正面,因為公司定了其採購計畫,及對其新增長動力(特別是IGBT及新能源乘用車控制器)前景感到樂觀。
該行大致維持對公司的預測,並指潛在正面催化劑包括即將進行的火車採購及市場對公司盈利向上重估。該行將中車時代目標價由61元升至62元,維持「增持」評級。
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