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大和:升中交建(1800.HK)评级至“买入” 下调目标价至7.2港元
格隆汇 09-04 13:29

大和发表研究报告指,料中国交通建设(1800.HK)上半年盈利按年升5%,逊于预期,虽然业绩低于预期,但中交建现时股价已反映出其负面因素,随着中国当地政府将会放松对资金的调控,促进更多今年至明年的建设项目落成,同时公司出售非核心业务,这能长远地改善其盈利能力和资产负债比率,该行将中交建评级则由“优于大市”升至“买入”,而H股目标价则由9.3港元下调至7.2港元。

大和续指,基于上半年中交建业绩走软并下降其利润率预测,该行下调今年至明年的每股核心盈利预测11%。

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