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中信證券:下調葛洲壩2019-21年EPS預測 仍維持“買入”評級
格隆匯 10-25 10:25
格隆匯10月25日丨葛洲壩於10月23日公告擬在北京產權交易所預掛牌、轉讓旗下湖北大廣北高速公路100%股權。對此中信證券點評如下:上半年大廣北高速公路運營良好,通過轉讓公司將盤活存量資產、實現投資提前回收,提供充裕資金反哺建築主業持續穩健發展。考慮股權轉讓存在不確定性、PPP持續收緊以及環保業務整固,研報小幅下調2019-21年EPS預測至0.99/1.15/1.34元(原預測1.02/1.18/1.38元),對應PE為5.9x/5.1x/4.4x,維持“買入”評級。
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