大摩:相信中集安瑞科(3899.HK)未來60天股價將上升
摩根士丹利發表報告指,中集安瑞科(03899.HK)近來股價表現疲弱,令短期估值更具吸引力。同時該公司管理層透露今年收入及淨利料錄雙位數升幅,且經營現金流轉正數,主因部分EPC項目於年底前完工;長遠而言,公司更預期毛利率會逐步有所改善。
該行又指,中集安瑞科作為內地主要液化天然氣供應商,將受惠於中國由美國進口之液化天然氣的潛在增長。因此該行相信中集安瑞科未來60天股價將上升,且出現概率高達80%。

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