匯豐研究:上調鄭煤機(0564.HK)、三一國際(0631.HK)目標價 均予“買入”評級
匯豐研究發表研究報告指,受到有利的商品價格及多年的投資不足帶動下,內地採礦設備正享受良好的需求。該行視三一國際(0631.HK)
為首選,因公司擁有一系列具有競爭力的採礦設備和港口機械產品,看好其增長前景及強大的現金流產生,將其2019年及2020年盈利預測調高28%及36%,達到9.77億元人民幣及12.57億元人民幣,並將目標價由5港元上調至6港元,維持評級“
買入
”。
另外,該行認為鄭煤機(0564.HK)
亦會受惠採購設備需求改善。公司在液壓支架系統市場是領導者。不過,其66%收入是來自汽車零部件業務,增長及盈利能力仍在掙扎中。該行將其2019年及2020年盈利預測調高14%及5%,達到11.79億元人民幣及12.82億元人民幣,而目標價由5.02港元升至5.2港元,同樣維持評級“
買入
”。
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