花旗:升濰柴(2338.HK)評級至“買入” 目標價16.38港元
花旗報告指,維持今年重型卡車行業按年下跌10%的預期,主因受去年高基數、採用新貨運費率制度帶來的不確定性以及新型冠狀病毒肺炎疫情等因素影響。至於濰柴動力(2338.HK)股價由近期高位累跌約24%,相信是反映上半年重型卡車進入下行同期的因素。
不過該行預計,行業旺季將被推遲至今年第二季或之後,除了被抑制的需求外,政府刺激貨幣政策亦會有所帶動作用,相信濰柴擁有較強執行能力,作為行業領導,目前情況下更可藉機增加市場佔有率。將其評級由“中性”上調至“買入”,目標價維持16.38港元不變。
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