大摩:上調濰柴(2338.HK)AH股目標價 升評級至“中性”
摩根士丹利發表研究報告指,液化天然氣(LNG)重型卡車需求強勁,料將利好濰柴動力(2338.HK),將其A、H股的投資評級由“減持”上調至“中性”,H股目標價由8.1港元上調至13港元;A股目標價由6.8元人民幣上調至11元人民幣。
大摩將公司今、明兩年的淨利潤預測分別提高至95億元人民幣及88億元人民幣,因其產品組合改善及市場份額有望保持穩定。
該行又預期,液化天然氣重型卡車需求強勁,將利好濰柴動力,並料公司將開始向中國重汽供應發動機,對中國重汽的供應比例有望提高。
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