瑞銀:交通強國建設綱要出爐 重申基建行業正面看法
瑞銀髮表研究報告指,《交通強國建設綱要》近期出爐,該行重申對內地基建行業正面看法。在所有運輸子行業當中,最看好城市軌道交通,因較其他子行業,可享受最佳投資增長。為了達到完善交通網絡,在2019年、2020年及往後,預計需要大量的交通基礎設施(鐵路,公路,城市軌道交通和機場等)投資。
該行指,在基建股方面均給予城建設計(1599.HK)
、中鐵建(1186.HK)
、中交建(1800.HK)
及中鐵(0390.HK)“
買入
”
評級,目標價分別為3.7港元、13.2港元、10.7港元及7.6港元。在鐵路設備股方面,亦同樣向給予中國通號(3969.HK)
及中車時代(3898.HK)
評級“
買入
”,目標價分別為7.1港元及46港元。
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