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《大行报告》摩通升中车时代(03898.HK)目标价至62元评级「增持」
阿思达克 08-26 14:54

摩根大通报告指中车时代(03898.HK)第二季业绩稳固,释除了市场对该股的疑虑。与公司过往较疲弱的指引相反,该行认为从公司简报中获得的资讯大致正面,因为公司定了其采购计画,及对其新增长动力(特别是IGBT及新能源乘用车控制器)前景感到乐观。

该行大致维持对公司的预测,并指潜在正面催化剂包括即将进行的火车采购及市场对公司盈利向上重估。该行将中车时代目标价由61元升至62元,维持「增持」评级。

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